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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
176
Ashfield Capital Partners
California
$1.24M – – –
Vanguard Personalized Indexing Management
177
Vanguard Personalized Indexing Management
California
$1.21M +$124K +890 +12%
HIM
178
Harbour Investment Management
Washington
$1.2M – – –
TPWM
179
Twelve Points Wealth Management
Massachusetts
$1.19M +$1.19M +8,511 New
S
180
SimplyRich
California
$1.16M – – –
Allianz Asset Management
181
Allianz Asset Management
Germany
$1.16M +$14.9K +107 +1%
DBT
182
Dubuque Bank & Trust
Iowa
$1.14M +$76.1K +545 +7%
TC
183
TownSquare Capital
Utah
$1.14M +$199K +1,425 +21%
PAG
184
Private Advisor Group
New Jersey
$1.13M -$617K -4,416 -35%
FIA
185
FNY Investment Advisers
New York
$1.12M -$837K -5,992 -43%
DWT
186
Dorsey & Whitney Trust
South Dakota
$1.1M +$226K +1,620 +26%
EVM
187
Eaton Vance Management
Massachusetts
$1.1M -$5.17K -37 -0.5%
PSUF
188
People's United Financial
Connecticut
$1.1M -$1.12K -8 -0.1%
AssetMark Inc
189
AssetMark Inc
California
$1.09M +$653K +4,674 +150%
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$189K +1,353 +22%
PA
191
Profund Advisors
Maryland
$1.07M -$171K -1,226 -14%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$1.07M +$1.06M +7,622 New
VAS
193
Vestmark Advisory Solutions
Massachusetts
$1.06M -$361K -2,588 -25%
Millennium Management
194
Millennium Management
New York
$1.05M +$1.04M +7,475 New
Calamos Advisors
195
Calamos Advisors
Illinois
$1.02M +$1.01M +7,248 New
P
196
Pitcairn
Pennsylvania
$1.01M -$33.6K -241 -3%
YWP
197
YorkBridge Wealth Partners
New York
$996K +$16.9K +121 +2%
AWM
198
Altium Wealth Management
New York
$987K -$41.3K -296 -4%
HNW
199
High Note Wealth
Minnesota
$981K +$40.8K +292 +4%
SIA
200
Schechter Investment Advisors
Michigan
$980K +$977K +6,994 New