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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$4.03M -$223K -1,255 -6%
CAN
152
Cetera Advisor Networks
California
$3.96M -$289K -1,629 -7%
NW
153
Naviter Wealth
Arkansas
$3.91M +$732K +4,120 +26%
SSG
154
Summit Securities Group
New York
$3.91M +$3.57M +20,069 New
MWM
155
Moran Wealth Management
Florida
$3.86M -$171K -965 -5%
CGPCS
156
Capital Group Private Client Services
California
$3.79M
DC
157
Davenport & Co
Virginia
$3.7M +$38.7K +218 +1%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$3.65M +$792K +4,458 +31%
HBWM
159
Hollow Brook Wealth Management
New York
$3.64M +$27.9K +157 +0.8%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$3.62M -$390K -2,194 -11%
SIA
161
Schechter Investment Advisors
Michigan
$3.6M -$198K -1,116 -6%
PAM
162
Paradigm Asset Management
New York
$3.57M -$391K -2,200 -11%
S
163
SignatureFD
Georgia
$3.56M +$214K +1,202 +7%
VCA
164
Verdence Capital Advisors
Maryland
$3.5M -$24.2K -136 -0.8%
PAS
165
Park Avenue Securities
New York
$3.44M -$41.6K -234 -1%
CWM
166
Calamos Wealth Management
Illinois
$3.43M -$2.49K -14 -0.1%
KeyBank National Association
167
KeyBank National Association
Ohio
$3.43M -$45.7K -257 -1%
AP
168
Arlington Partners
Alabama
$3.37M -$506K -2,850 -14%
AI
169
Aperture Investors
New York
$3.37M +$1.48M +8,318 +93%
WP
170
Woodline Partners
California
$3.36M +$2.75M +15,504 +910%
SF
171
Synovus Financial
Georgia
$3.33M +$86.7K +488 +3%
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$3.31M +$3.01M +16,954 New
Pacer Advisors
173
Pacer Advisors
Pennsylvania
$3.28M -$203K -1,144 -6%
SC
174
Saturna Capital
Washington
$3.19M +$282K +1,585 +11%
BS
175
Banco Santander
Spain
$3.18M -$1.9M -10,720 -40%