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Name Holding Trade Value Shares
Change
Change in
Stake
NI
276
NDVR Inc
Massachusetts
$218K +$200K +1,584 New
Cerity Partners
277
Cerity Partners
New York
$218K +$198K +1,566 New
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$214K -$22.3K -177 -10%
TPCW
279
TD Private Client Wealth
New York
$212K +$67.2K +532 +54%
MM
280
MQS Management
New York
$212K -$130K -1,028 -40%
PCM
281
Penserra Capital Management
California
$210K +$191K +1,509 New
SFA
282
Sequoia Financial Advisors
Ohio
$210K +$190K +1,506 New
MC
283
Moors & Cabot
Massachusetts
$206K +$187K +1,480 New
SSA
284
Schonfeld Strategic Advisors
New York
$206K -$63K -499 -25%
KBC Group
285
KBC Group
Belgium
$205K +$24.7K +196 +15%
FFM
286
Forum Financial Management
Illinois
$204K +$185K +1,466 New
FWM
287
Fonville Wealth Management
Virginia
$203K +$184K +1,459 New
OFP
288
OLIO Financial Planning
Virginia
$203K
WS
289
Wedbush Securities
California
$202K +$183K +1,448 New
MAM
290
Milestone Asset Management
Pennsylvania
$202K +$183K +1,447 New
TI
291
Tidal Investments
Wisconsin
$200K +$181K +1,437 New
Bessemer Group
292
Bessemer Group
New Jersey
$193K -$2.02K -16 -1%
C
293
Covestor
United Kingdom
$189K +$53.2K +421 +45%
MIM
294
Macroview Investment Management
Maryland
$187K
BTI
295
Blue Trust Inc
Georgia
$180K +$20.8K +165 +12%
FCAS
296
First Command Advisory Services
Texas
$167K
CAS
297
Coppell Advisory Solutions
Texas
$157K +$126 +1 +0.1%
IA
298
IFP Advisors
Florida
$126K -$18.8K -149 -14%
SIS
299
Sound Income Strategies
Florida
$121K +$110K +872 New
SPIA
300
Steward Partners Investment Advisory
New York
$116K