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Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Horizon Investments
North Carolina
$2.68M +$997K +4,688 +67%
LWAM
227
Legacy Wealth Asset Management
Minnesota
$2.68M -$449K -2,113 -15%
VA
228
Vident Advisory
Georgia
$2.64M +$410K +1,929 +20%
VT
229
Vise Technologies
New York
$2.63M +$139K +655 +6%
DT
230
Diversified Trust
Tennessee
$2.63M +$2.44M +11,485 New
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$2.62M -$85.7K -403 -3%
PFS
232
Prospera Financial Services
Texas
$2.61M -$5.95K -28 -0.2%
DWM
233
Diversify Wealth Management
Utah
$2.6M +$27K +127 +1%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$94.6K +445 +4%
AW
235
Alaethes Wealth
Nevada
$2.53M -$232K -1,091 -9%
SFA
236
Sequoia Financial Advisors
Ohio
$2.53M +$119K +560 +5%
TI
237
Tidal Investments
Wisconsin
$2.51M +$318K +1,496 +16%
WAM
238
Weatherly Asset Management
California
$2.48M -$9.14K -43 -0.4%
QCG
239
Quadrant Capital Group
Ohio
$2.48M -$7.02K -33 -0.3%
DWT
240
Dorsey & Whitney Trust
South Dakota
$2.46M +$86.7K +408 +4%
LMIM
241
Lockheed Martin Investment Management
Maryland
$2.43M -$159K -750 -7%
SCM
242
Sterling Capital Management
North Carolina
$2.43M +$2.26M +10,615 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$2.41M +$426K +2,002 +24%
VWM
244
Venturi Wealth Management
Texas
$2.29M -$17K -80 -0.8%
MGWM
245
Marks Group Wealth Management
Minnesota
$2.29M -$570K -2,680 -21%
SFG
246
SevenBridge Financial Group
Pennsylvania
$2.27M -$33K -155 -2%
IAA
247
Independent Advisor Alliance
North Carolina
$2.22M -$4.25K -20 -0.2%
IC
248
IEQ Capital
California
$2.19M +$267K +1,258 +15%
ECM
249
Evergreen Capital Management
Washington
$2.17M +$230K +1,080 +13%
HFM
250
Harvest Fund Management
China
$2.15M +$990K +4,655 +99%