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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$160K -$28.2K -387 -16%
TCM
302
Tributary Capital Management
Nebraska
$135K +$126K +1,730 New
IA
303
IFP Advisors
Florida
$116K
RCAG
304
Rehmann Capital Advisory Group
Michigan
$111K +$104K +1,426 New
APP
305
Avantax Planning Partners
Iowa
$106K +$99.6K +1,365 New
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$91K
SIAS
307
Shine Investment Advisory Services
Colorado
$89K +$18.6K +255 +29%
QI
308
QS Investors
New York
$86K
AssetMark Inc
309
AssetMark Inc
California
$76K -$8.02K -110 -10%
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$74K
SC
311
Sawyer & Company
Massachusetts
$62K +$58.4K +800 New
FPFS
312
First Personal Financial Services
North Carolina
$60K +$21.2K +290 +60%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$55K +$51.1K +700 New
DOA
314
D'Orazio & Associates
Virginia
$39K
PA
315
Parallel Advisors
California
$30K -$146 -2 -0.5%
PCG
316
Private Capital Group
Connecticut
$27K -$163K -2,237 -87%
HIIFS
317
Harel Insurance Investments & Financial Services
Israel
$27K +$25.6K +351 New
SF
318
Synovus Financial
Georgia
$25K +$23.1K +317 New
GAM
319
Gemmer Asset Management
California
$24K
CIP
320
Convergence Investment Partners
Florida
$23K +$21.7K +298 New
CCA
321
Clearwater Capital Advisors
Illinois
$20K +$18.3K +251 New
WAM
322
Wealthspire Advisors (Maryland)
Maryland
$18K -$9.85K -135 -37%
SPIA
323
Steward Partners Investment Advisory
New York
$18K
FIB
324
First Interstate Bank
Montana
$17K -$8.17K -112 -34%
SWM
325
SeaCrest Wealth Management
New York
$16K -$7.29K -100 -33%