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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$694K -$178K -32,979 -18%
TWM
102
Tradition Wealth Management
Minnesota
$691K +$153K +28,302 +24%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$654K +$425K +78,945 +138%
WSFS
104
Wilmington Savings Fund Society
Delaware
$653K +$29.2K +5,413 +4%
Parallax Volatility Advisers
105
Parallax Volatility Advisers
California
$651K -$447K -82,871 -41%
VRS
106
Virginia Retirement Systems
Virginia
$605K -$48.5K -9,000 -7%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$601K +$168K +31,216 +32%
Cerity Partners
108
Cerity Partners
New York
$559K -$16.4K -3,043 -2%
CMF
109
Counterpoint Mutual Funds
California
$527K +$340K +63,068 +127%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$519K +$22.1K +4,102 +4%
OA
111
Oasis Advisors
Iowa
$513K +$361K +66,923 +157%
Osaic Holdings
112
Osaic Holdings
Arizona
$491K -$37.3K -6,930 -6%
IFG
113
Independent Financial Group
California
$486K -$143K -26,523 -20%
AWM
114
Activest Wealth Management
Florida
$484K +$261K +48,450 +88%
PCM
115
Prelude Capital Management
New York
$468K +$539K +100,000 New
HWM
116
HB Wealth Management
Georgia
$464K +$4.23K +785 +0.8%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$436K -$74.9K -13,909 -13%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$415K +$114K +21,167 +31%
AFG
119
Atomi Financial Group
New York
$401K -$5.7K -1,057 -1%
Vanguard Personalized Indexing Management
120
Vanguard Personalized Indexing Management
California
$388K +$10.6K +1,958 +2%
FIA
121
Foundations Investment Advisors
Arizona
$371K -$358K -66,368 -46%
TPWA
122
Twin Peaks Wealth Advisors
California
$368K
SH
123
SLT Holdings
Arizona
$358K -$358K -66,500 -46%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$349K +$91.7K +17,014 +30%
HP
125
Havemeyer Place
Connecticut
$342K +$202K +37,515 +105%