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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Exencial Wealth Advisors
Oklahoma
$2.3M +$58.1K +327 +3%
PFS
202
Prospera Financial Services
Texas
$2.24M +$99.1K +558 +5%
Osaic Holdings
203
Osaic Holdings
Arizona
$2.22M -$8.52M -47,970 -81%
KAS
204
Kestra Advisory Services
Texas
$2.19M +$7.82K +44 +0.4%
Capital World Investors
205
Capital World Investors
California
$2.11M -$1.84M -10,371 -49%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$22.9K +129 +1%
QCG
207
Quadrant Capital Group
Ohio
$2.04M +$22.4K +126 +1%
DWT
208
Dorsey & Whitney Trust
South Dakota
$2.03M +$92.2K +519 +5%
SFA
209
Sequoia Financial Advisors
Ohio
$2.01M -$1.88M -10,558 -51%
MCC
210
Malaga Cove Capital
California
$1.98M -$566K -3,184 -24%
AllianceBernstein
211
AllianceBernstein
Tennessee
$1.97M +$769K +4,327 +75%
DAS
212
Diversify Advisory Services
Utah
$1.95M +$1.77M +9,955 New
ERSOT
213
Employees Retirement System of Texas
Texas
$1.93M
VWM
214
Venturi Wealth Management
Texas
$1.92M -$176K -993 -9%
BDS
215
Banco de Sabadell
Florida
$1.92M -$6.93K -39 -0.4%
VT
216
Vise Technologies
New York
$1.92M +$51.9K +292 +3%
IAA
217
Independent Advisor Alliance
North Carolina
$1.89M -$30.7K -173 -2%
CG
218
Caprock Group
Idaho
$1.85M +$70.5K +397 +4%
SFG
219
SevenBridge Financial Group
Pennsylvania
$1.81M -$5.33K -30 -0.3%
LM
220
Lincluden Management
Ontario, Canada
$1.81M -$48.3K -272 -3%
AAM
221
Advisors Asset Management
Colorado
$1.8M +$310K +1,744 +23%
SA
222
SRN Advisors
Pennsylvania
$1.76M +$593K +3,339 +59%
SA
223
SpiderRock Advisors
Delaware
$1.72M +$1.64M +9,208 New
WG
224
Winton Group
United Kingdom
$1.69M -$2.1M -11,829 -58%
LSAG
225
Lake Street Advisors Group
New Hampshire
$1.67M -$87.9K -495 -5%