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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
151
Baker Tilly Wealth Management
Wisconsin
$1.54M +$542K +5,418 +57%
S
152
SignatureFD
Georgia
$1.46M +$543K +5,421 +62%
CG
153
Colony Group
Massachusetts
$1.46M +$235K +2,349 +20%
UCFA
154
United Capital Financial Advisors
Texas
$1.45M -$85K -849 -6%
MCC
155
Malaga Cove Capital
California
$1.42M – – –
WAM
156
Weatherly Asset Management
California
$1.37M -$30K -300 -2%
NW
157
Naviter Wealth
Arkansas
$1.36M +$34.7K +347 +3%
EGA
158
Eagle Global Advisors
Texas
$1.35M -$563K -5,620 -30%
AT
159
Arden Trust
Delaware
$1.34M +$303K +3,030 +30%
TC
160
TwinBeech Capital
New York
$1.32M +$1.28M +12,777 New
BCI
161
Brinker Capital Investments
Pennsylvania
$1.31M -$242K -2,413 -16%
BFG
162
Bleakley Financial Group
New Jersey
$1.28M +$1.24M +12,365 New
YIH
163
Y-Intercept (HK)
Hong Kong
$1.28M +$1.24M +12,358 New
Prudential Financial
164
Prudential Financial
New Jersey
$1.27M -$171K -1,713 -12%
SS
165
Simplicity Solutions
Minnesota
$1.26M +$622K +6,209 +104%
YWP
166
YorkBridge Wealth Partners
New York
$1.25M +$80K +799 +7%
AW
167
Alaethes Wealth
Nevada
$1.23M +$47.2K +471 +4%
BDS
168
Banco de Sabadell
Florida
$1.22M +$22.2K +222 +2%
EWA
169
Exencial Wealth Advisors
Oklahoma
$1.22M +$4K +40 +0.3%
PAS
170
Park Avenue Securities
New York
$1.19M +$370K +3,697 +47%
RWM
171
Ritholtz Wealth Management
New York
$1.19M +$572K +5,713 +98%
KWA
172
KCS Wealth Advisory
California
$1.19M +$96.4K +963 +9%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$1.14M -$40.4K -404 -4%
QCG
174
Quadrant Capital Group
Ohio
$1.11M +$520K +5,198 +93%
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
$1.1M -$161K -1,612 -13%