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Patterson-UTI

Name Holding Trade Value Shares
Change
Change in
Stake
SP
251
Systematic Portfolios
New York
$190K +$214K +17,563 New
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$190K -$68.6K -5,641 -24%
BFG
253
Bleakley Financial Group
New Jersey
$170K -$9.23K -759 -5%
SS
254
Simplicity Solutions
Minnesota
$170K -$9.23K -759 -5%
SPA
255
Sherbrooke Park Advisers
New York
$166K +$187K +15,366 New
EMAM
256
Encompass More Asset Management
California
$163K +$183K +15,058 New
EI
257
Ellevest Inc
New York
$160K -$49.9K -4,103 -22%
QCG
258
Quadrant Capital Group
Ohio
$155K +$65.8K +5,411 +61%
SCM
259
Shelton Capital Management
Colorado
$155K
CCM
260
CAAS Capital Management
New York
$149K +$168K +13,800 New
IRC
261
Investors Research Corp
Georgia
$147K
UCFA
262
United Capital Financial Advisors
Texas
$147K +$165K +13,609 New
FTDI
263
First Trust Direct Indexing
Massachusetts
$146K +$10K +825 +6%
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$146K +$165K +13,536 New
SFG
265
Sunburst Financial Group
Alabama
$145K
JSW
266
Journey Strategic Wealth
New Jersey
$137K
Lazard Asset Management
267
Lazard Asset Management
New York
$131K -$624K -51,291 -81%
AC
268
AXQ Capital
New Jersey
$131K -$129K -10,600 -47%
Osaic Holdings
269
Osaic Holdings
Arizona
$131K -$55.1K -4,530 -27%
COI
270
Connable Office Inc
Michigan
$129K +$145K +11,921 New
ECM
271
Evergreen Capital Management
Washington
$128K -$9.18K -755 -6%
PMA
272
Prudent Man Advisors
Illinois
$127K -$16.1K -1,328 -10%
AssetMark Inc
273
AssetMark Inc
California
$121K +$5.63K +463 +4%
MWM
274
MorganRosel Wealth Management
Colorado
$120K
PWM
275
Perigon Wealth Management
California
$111K +$125K +10,269 New