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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
226
Sherbrooke Park Advisers
New York
$449K +$490K +4,252 New
CGH
227
Crossmark Global Holdings
Texas
$446K -$26.5K -230 -5%
AWA
228
Arete Wealth Advisors
Illinois
$438K +$478K +4,153 New
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$428K -$7.14K -62 -2%
VI
230
Versor Investments
New York
$422K +$461K +4,000 New
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$420K +$459K +3,982 New
PAM
232
Panagora Asset Management
Massachusetts
$419K +$19.7K +171 +5%
TI
233
Tidal Investments
Wisconsin
$417K +$130K +1,127 +40%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$415K -$39.7K -345 -8%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$399K +$90.9K +789 +26%
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$391K -$210K -1,820 -33%
FC
237
FORA Capital
Florida
$377K +$412K +3,576 New
CA
238
Cullinan Associates
Kentucky
$369K
MML Investors Services
239
MML Investors Services
Massachusetts
$356K +$17.6K +153 +5%
DWP
240
Daymark Wealth Partners
Ohio
$353K
RJFSA
241
Raymond James Financial Services Advisors
Florida
$350K -$31.3K -272 -8%
DWP
242
Destiny Wealth Partners
Florida
$350K
YMRC
243
Yorktown Management & Research Company
Virginia
$343K
DFCM
244
Dark Forest Capital Management
Puerto Rico
$338K +$369K +3,203 New
ACM
245
Aquatic Capital Management
Illinois
$338K +$368K +3,200 New
MM
246
MQS Management
New York
$316K +$345K +2,995 New
Asset Management One
247
Asset Management One
Japan
$312K -$11.3K -98 -3%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$312K +$34K +295 +11%
SCM
249
SevenOneSeven Capital Management
Pennsylvania
$310K +$7.49K +65 +2%
URS
250
Utah Retirement Systems
Utah
$306K -$11.5K -100 -3%