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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Strategic Wealth Partners
Ohio
$2.16M -$667K -6,663 -24%
YCM
127
Yousif Capital Management
Michigan
$2.12M
Capital World Investors
128
Capital World Investors
California
$2.01M -$99.3K -992 -5%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$1.99M +$158K +1,577 +9%
LWAM
130
Legacy Wealth Asset Management
Minnesota
$1.95M +$1.39M +13,921 +280%
HBWM
131
Hollow Brook Wealth Management
New York
$1.91M +$27.9K +279 +2%
CGPCS
132
Capital Group Private Client Services
California
$1.89M +$460K +4,597 +34%
API
133
Advisor Partners II
California
$1.88M +$723K +7,224 +66%
Alyeska Investment Group
134
Alyeska Investment Group
Illinois
$1.86M -$151M -1,509,784 -99%
Cerity Partners
135
Cerity Partners
New York
$1.86M +$1.04M +10,340 +134%
Pacer Advisors
136
Pacer Advisors
Pennsylvania
$1.8M +$1.75M +17,443 New
SIA
137
Schechter Investment Advisors
Michigan
$1.78M +$526K +5,250 +44%
BIP
138
Brandes Investment Partners
California
$1.77M -$21.5M -215,167 -93%
FTDI
139
First Trust Direct Indexing
Massachusetts
$1.77M +$301K +3,010 +21%
IWC
140
Integrated Wealth Concepts
Massachusetts
$1.74M +$63.7K +636 +4%
KeyBank National Association
141
KeyBank National Association
Ohio
$1.73M -$49.2K -491 -3%
FA
142
FDx Advisors
Illinois
$1.73M +$234K +2,342 +16%
SA
143
SRN Advisors
Pennsylvania
$1.7M -$777K -7,760 -32%
ECM
144
ExodusPoint Capital Management
New York
$1.68M +$766K +7,650 +89%
B
145
Bailard
California
$1.67M +$1.19M +11,842 +273%
Bank of Nova Scotia
146
Bank of Nova Scotia
Ontario, Canada
$1.62M -$652K -6,508 -29%
KOC
147
Koss-Olinger Consulting
Florida
$1.6M +$1.16M +11,584 +296%
CAN
148
Cetera Advisor Networks
California
$1.59M +$1.54M +15,384 New
FFM
149
Forum Financial Management
Illinois
$1.56M -$3.6K -36 -0.2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$1.55M +$85.3K +852 +6%