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Name Holding Trade Value Shares
Change
Change in
Stake
NIT
301
NumerixS Investment Technologies
British Columbia, Canada
$226K +$226K +4,100 New
CG
302
Cutler Group
California
$220K +$138K +2,500 +167%
OIA
303
Optimum Investment Advisors
Illinois
$215K -$49.6K -900 -19%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$205K +$205K +3,728 New
GT
305
Glenmede Trust
Pennsylvania
$190K
IA
306
IFP Advisors
Florida
$190K +$154K +2,800 +435%
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$165K +$76.5K +1,389 +86%
AG
308
Advisor Group
Arizona
$150K +$10.2K +186 +7%
US Bancorp
309
US Bancorp
Minnesota
$144K +$51.6K +937 +56%
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$137K
Envestnet Asset Management
311
Envestnet Asset Management
Illinois
$132K -$1.32K -24 -1%
SI
312
Stephens Inc
Arkansas
$126K +$126K +2,291 New
SAM
313
Solaris Asset Management
New York
$81K
AssetMark Inc
314
AssetMark Inc
California
$71K +$18.5K +335 +35%
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$65K
QI
316
QS Investors
New York
$61K
Creative Planning
317
Creative Planning
Kansas
$60K -$2.04K -37 -3%
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$55K
FPFS
319
First Personal Financial Services
North Carolina
$39K +$992 +18 +3%
SIAS
320
Shine Investment Advisory Services
Colorado
$39K +$39.3K +713 New
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$32K
DOA
322
D'Orazio & Associates
Virginia
$28K
CBOA
323
Commonwealth Bank of Australia
Australia
$24K +$606 +11 +3%
PA
324
Parallel Advisors
California
$21K -$551 -10 -3%
CHP
325
Cable Hill Partners
Oregon
$20K -$55 -1 -0.3%