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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$244K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$244K +$38.9K +371 +17%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$242K -$51.5K -492 -16%
NP
329
NorthRock Partners
Minnesota
$242K -$23.7K -226 -8%
FFM
330
Forum Financial Management
Illinois
$237K +$261K +2,488 New
VAM
331
Verity Asset Management
North Carolina
$234K +$258K +2,463 New
AAS
332
Avantax Advisory Services
Texas
$233K -$238K -2,272 -48%
RIL
333
Rothschild Investment LLC
Illinois
$225K +$38.1K +364 +18%
CWS
334
Confluence Wealth Services
Pennsylvania
$223K
ABC
335
Associated Banc-Corp
Wisconsin
$220K
ECM
336
EMC Capital Management
Texas
$218K -$392K -3,739 -62%
MML Investors Services
337
MML Investors Services
Massachusetts
$216K -$5.97K -57 -2%
QC
338
Quadrature Capital
United Kingdom
$215K -$1.25M -11,890 -84%
FFG
339
Fortress Financial Group
Minnesota
$206K +$226K +2,162 New
MCM
340
Manchester Capital Management
Vermont
$204K +$22.4K +214 +11%
IC
341
Innealta Capital
Texas
$204K -$314 -3 -0.1%
EA
342
Everpar Advisors
Oklahoma
$202K -$14.1K -135 -6%
NWWA
343
New Wave Wealth Advisors
Arkansas
$179K +$197K +1,884 New
PWS
344
Peterson Wealth Services
Utah
$171K +$1.89K +18 +1%
LI
345
LRI Investments
Florida
$166K +$52.5K +501 +40%
SAM
346
Smartleaf Asset Management
Massachusetts
$146K +$145K +1,380 +817%
RS
347
R Squared
Hong Kong
$142K +$156K +1,490 New
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$140K +$4.4K +42 +3%
OC
349
Oarsman Capital
Wisconsin
$139K -$7.33K -70 -5%
QCG
350
Quadrant Capital Group
Ohio
$138K +$1.57K +15 +1%