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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$464K +$86.5K +1,692 +18%
EC
502
EntryPoint Capital
New York
$464K +$568K +11,108 New
GT
503
Greenleaf Trust
Michigan
$462K -$15.3K -299 -3%
WA
504
Wealth Alliance
New York
$461K -$87.9K -1,719 -13%
MYIA
505
Mount Yale Investment Advisors
Colorado
$458K -$257K -5,027 -31%
GXJ
506
Global X Japan
Japan
$456K +$16.7K +327 +3%
Thrivent Financial for Lutherans
507
Thrivent Financial for Lutherans
Minnesota
$452K -$351K -6,865 -39%
DWM
508
Diversify Wealth Management
Utah
$452K +$140K +2,735 +31%
DAS
509
Diversify Advisory Services
Utah
$452K +$300K +5,866 +103%
SIP
510
Stoneridge Investment Partners
Pennsylvania
$449K +$604K +11,826 New
OIMU
511
Osmosis Investment Management UK
United Kingdom
$439K -$442K -8,642 -45%
GAM
512
Generali Asset Management
Italy
$429K +$525K +10,276 New
1C
513
111 Capital
France
$425K +$520K +10,180 New
CG
514
Cynosure Group
Utah
$417K – – –
GI
515
GAMMA Investing
California
$406K -$285K -5,579 -36%
CS
516
Capital Square
Tennessee
$403K +$48.5K +950 +12%
MFG
517
Merit Financial Group
Georgia
$396K -$209K -4,085 -30%
BPA
518
Beacon Pointe Advisors
California
$396K -$5.52K -108 -1%
SFI
519
Siemens Fonds Invest
Germany
$395K -$50.4K -987 -9%
OIAM
520
OFI Invest Asset Management
France
$395K +$55.7K +1,090 +13%
AssetMark Inc
521
AssetMark Inc
California
$394K +$372K +7,280 +336%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$393K +$1.33K +26 +0.3%
PWG
523
Portside Wealth Group
Utah
$390K +$10.5K +205 +2%
BBA
524
Baader Bank Aktiengesellschaft
Germany
$389K -$230K -4,500 -33%
BBHC
525
Brown Brothers Harriman & Co
New York
$387K +$58.9K +1,153 +14%