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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$369K +$5.66K +14 +2%
HWMA
302
Heritage Wealth Management (Arizona)
Arizona
$361K +$333K +824 New
IIM
303
Ipswich Investment Management
Massachusetts
$359K
I
304
InceptionR
California
$359K +$44.4K +110 +16%
JSW
305
Journey Strategic Wealth
New Jersey
$358K
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$355K -$4.45K -11 -1%
LWAM
307
Legacy Wealth Asset Management
Minnesota
$355K -$3.23K -8 -1%
SW
308
SkyOak Wealth
Michigan
$349K -$19.4K -48 -6%
AWM
309
AE Wealth Management
Kansas
$346K +$311K +769 New
CPC
310
Cookson Peirce & Co
Pennsylvania
$343K +$103K +255 +48%
CAM
311
Cresset Asset Management
Illinois
$337K +$4.04K +10 +1%
AA
312
ALPS Advisors
Colorado
$326K -$16.6K -41 -5%
DC
313
Davenport & Co
Virginia
$321K -$404 -1 -0.1%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$320K
CL
315
CIM LLC
New York
$315K +$20.2K +50 +10%
EWA
316
EverSource Wealth Advisors
Alabama
$305K -$28.3K -70 -9%
HP
317
Hilltop Partners
Indiana
$302K
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$293K +$14.1K +35 +6%
Capstone Investment Advisors
319
Capstone Investment Advisors
New York
$293K +$17K +42 +7%
BFG
320
Bleakley Financial Group
New Jersey
$290K +$267K +661 New
SS
321
Simplicity Solutions
Minnesota
$287K +$265K +655 New
IAS
322
Insigneo Advisory Services
Florida
$280K +$258K +639 New
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$274K +$4.04K +10 +2%
QCG
324
Quadrant Capital Group
Ohio
$272K +$4.04K +10 +2%
UCFA
325
United Capital Financial Advisors
Texas
$271K +$250K +618 New