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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$238K +$15.6K +298 +7%
APIM
327
Agate Pass Investment Management
Washington
$237K -$18.6K -355 -8%
PCA
328
Pallas Capital Advisors
Massachusetts
$234K +$231K +4,417 New
OTL
329
Oak Thistle LLC
New York
$227K -$845K -16,157 -80%
SAG
330
SageView Advisory Group
California
$226K -$91K -1,740 -30%
CIA
331
Concurrent Investment Advisors
Florida
$224K +$214K +4,096 New
ECM
332
Estabrook Capital Management
New York
$221K -$16K -306 -7%
APG
333
Abacus Planning Group
South Carolina
$221K +$732 +14 +0.3%
MML Investors Services
334
MML Investors Services
Massachusetts
$220K -$39.1K -748 -16%
Bessemer Group
335
Bessemer Group
New Jersey
$220K +$102K +1,941 +93%
WAG
336
Winthrop Advisory Group
Massachusetts
$219K
FAFN
337
First Affirmative Financial Network
Colorado
$217K -$16K -306 -7%
Baird Financial Group
338
Baird Financial Group
Wisconsin
$217K -$2.41K -46 -1%
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$216K
AG
340
Advocate Group
Minnesota
$214K +$205K +3,920 New
NCM
341
Novare Capital Management
North Carolina
$213K +$204K +3,901 New
C
342
Covestor
United Kingdom
$213K +$53.6K +1,025 +36%
RFC
343
Regions Financial Corp
Alabama
$212K +$203K +3,886 New
VA
344
Vident Advisory
Georgia
$211K -$31.1K -594 -13%
LIP
345
Lighthouse Investment Partners
Florida
$211K +$202K +3,867 New
Jacobs Levy Equity Management
346
Jacobs Levy Equity Management
New Jersey
$210K -$451K -8,618 -69%
OIA
347
OneDigital Investment Advisors
Kansas
$210K +$201K +3,842 New
HSA
348
HBK Sorce Advisory
Pennsylvania
$208K +$199K +3,803 New
SCM
349
Shelton Capital Management
Colorado
$206K +$197K +3,773 New
BL
350
BFSG LLC
California
$205K +$196K +3,750 New