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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$206K +$49.2K +4,229 +34%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$205K +$71K +6,103 +58%
ECM
53
Evergreen Capital Management
Washington
$205K -$2.73K -235 -1%
FAFN
54
First Affirmative Financial Network
Colorado
$203K +$15.4K +1,328 +9%
EI
55
Ellevest Inc
New York
$200K +$35.1K +3,015 +23%
FC
56
FCA Corp
Texas
$197K
UCFA
57
United Capital Financial Advisors
Texas
$187K +$177K +15,210 New
PSP
58
Principal Street Partners
Tennessee
$182K -$170K -14,636 -50%
MG
59
Mather Group
Illinois
$181K
S
60
SignatureFD
Georgia
$179K +$7.49K +644 +5%
GWWM
61
Great Waters Wealth Management
Minnesota
$178K
SQA
62
Simon Quick Advisors
New Jersey
$175K +$430 +37 +0.3%
CAM
63
Cresset Asset Management
Illinois
$171K +$16.1K +1,385 +11%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$171K +$161K +13,883 New
CA
65
Crane Advisory
California
$170K +$159K +13,705 New
JWM
66
Janiczek Wealth Management
Colorado
$168K +$7.27K +625 +5%
QCG
67
Quadrant Capital Group
Ohio
$166K +$23.9K +2,054 +18%
SFA
68
Sequoia Financial Advisors
Ohio
$164K +$512 +44 +0.3%
LSAG
69
Lake Street Advisors Group
New Hampshire
$155K +$1.73K +149 +1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$150K +$23.2K +1,994 +20%
AAM
71
Advisors Asset Management
Colorado
$148K -$48.7K -4,187 -26%
YCM
72
Yousif Capital Management
Michigan
$144K
NRI
73
NFP Retirement Inc
California
$143K
GT
74
Glenmede Trust
Pennsylvania
$131K +$124K +10,680 New
Wells Fargo
75
Wells Fargo
California
$126K -$13.6K -1,169 -10%