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Name Holding Trade Value Shares
Change
Change in
Stake
COI
201
Connable Office Inc
Michigan
$422K -$85K -1,330 -15%
X
202
Xponance
Pennsylvania
$411K +$163K +2,545 +50%
LI
203
LVZ Inc
Michigan
$402K +$27.3K +427 +6%
CC
204
Centiva Capital
New York
$400K +$472K +7,393 New
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$394K -$472K -7,389 -50%
CPG
206
Cornerstone Planning Group
New Jersey
$388K
AWM
207
AE Wealth Management
Kansas
$375K -$24.8K -388 -5%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$358K -$163K -2,558 -28%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$358K +$423K +6,627 New
Mariner
210
Mariner
Kansas
$350K +$32.3K +506 +8%
LFAS
211
Level Four Advisory Services
Texas
$344K +$405K +6,343 New
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$333K -$14.8K -232 -4%
SC
213
Sepio Capital
Utah
$330K +$390K +6,098 New
AF
214
Allworth Financial
California
$327K -$4.02K -63 -1%
HCM
215
Hengehold Capital Management
Ohio
$323K +$6.39K +100 +2%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$318K -$41.1K -644 -10%
SFA
217
Sequoia Financial Advisors
Ohio
$315K -$121K -1,890 -25%
VPP
218
Vertex Planning Partners
Illinois
$305K
DZ Bank
219
DZ Bank
Germany
$299K +$339K +5,300 +2,465%
IIC
220
Integrated Investment Consultants
Michigan
$298K -$5.56K -87 -2%
STA
221
Summit Trail Advisors
New York
$296K -$37.6K -589 -10%
PWMG
222
Prestige Wealth Management Group
New Jersey
$278K
QCG
223
Quadrant Capital Group
Ohio
$274K -$319K -4,997 -50%
EFG
224
Ethos Financial Group
Pennsylvania
$259K +$1.85K +29 +0.6%
PCM
225
Polymer Capital Management
New York
$259K -$285K -4,464 -48%