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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
176
Federated Hermes
Pennsylvania
$61K -$127K -3,604 -67%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$54K +$2.07K +59 +4%
DekaBank Deutsche Girozentrale
178
DekaBank Deutsche Girozentrale
Germany
$53K
GWM
179
Geneos Wealth Management
Colorado
$48K
NFG
180
Next Financial Group
Texas
$35K
CMBA
181
C.M. Bidwell & Associates
Hawaii
$29K -$103K -2,920 -78%
AIM
182
Acrospire Investment Management
Illinois
$21K +$20.9K +594 New
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$20K -$132K -3,747 -87%
SWA
184
Sutton Wealth Advisors
Florida
$19.9K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$14K +$4.99K +142 +57%
GAM
186
Gemmer Asset Management
California
$12K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$11K
AG
188
Advisor Group
Arizona
$8K -$89.4K -2,545 -92%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$7K
FPFS
190
First Personal Financial Services
North Carolina
$6K -$456 -13 -7%
TWA
191
TCI Wealth Advisors
Arizona
$5K
TRCT
192
Tower Research Capital (TRC)
New York
$4K -$7.23K -206 -67%
FHA
193
First Horizon Advisors
Tennessee
$4K
MFW
194
Mosaic Family Wealth
Missouri
$4K
HMS
195
Hanseatic Management Services
New Mexico
$3K
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.13K +89 New
GC
197
Globeflex Capital
California
$2K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$1K +$105 +3 +10%
Fuller & Thaler Asset Management
199
Fuller & Thaler Asset Management
California
-$11.5M -337,110 Closed
MCM
200
McKinley Capital Management
Alaska
-$3.95M -115,369 Closed