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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
201
Mount Yale Investment Advisors
Colorado
$302K +$267K +1,310 New
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$280K -$1.87M -9,181 -88%
TAM
203
Tocqueville Asset Management
New York
$277K +$245K +1,200 New
FNBOO
204
First National Bank of Omaha
Nebraska
$270K
CAM
205
Cresset Asset Management
Illinois
$252K +$223K +1,095 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$249K +$220K +1,081 New
V
207
Veritable
Delaware
$248K +$219K +1,077 New
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$244K +$216K +1,062 New
CCIA
209
Campbell & Co Investment Adviser
Maryland
$243K +$215K +1,055 New
MML Investors Services
210
MML Investors Services
Massachusetts
$234K +$207K +1,017 New
PA
211
Pinnacle Associates
New York
$231K -$1.63M -8,000 -89%
CI
212
Cigna Investments
Connecticut
$228K +$201K +986 New
FTDI
213
First Trust Direct Indexing
Massachusetts
$222K +$24.5K +120 +14%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$217K +$192K +941 New
GSC
215
Ground Swell Capital
South Carolina
$217K +$192K +943 New
FC
216
FORA Capital
Florida
$215K +$190K +934 New
XT
217
XTX Topco
Cayman Islands
$211K +$187K +916 New
B
218
Bailard
California
$208K +$183K +900 New
CP
219
Covenant Partners
Tennessee
$202K -$76K -373 -30%
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$146K -$92.1K -452 -42%
SWA
221
Sutton Wealth Advisors
Florida
$128K
Osaic Holdings
222
Osaic Holdings
Arizona
$76K -$8.15K -40 -11%
VC
223
Vestor Capital
Illinois
$68K
PA
224
Parallel Advisors
California
$65K +$5.71K +28 +11%
AIC
225
Archer Investment Corporation
Indiana
$64.1K +$13.9K +68 +32%