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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$213K +$169K +9,089 New
Cerity Partners
227
Cerity Partners
New York
$209K +$167K +8,940 New
FRM
228
Fox Run Management
Connecticut
$201K +$160K +8,605 New
VFA
229
Valeo Financial Advisors
Indiana
$196K +$6.94K +372 +5%
PFO
230
Pathstone Family Office
New Jersey
$186K
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$175K +$140K +7,498 New
AIP
232
Ameritas Investment Partners
Nebraska
$163K
FFG
233
Fortem Financial Group
California
$159K +$127K +6,800 New
Canada Life
234
Canada Life
Manitoba, Canada
$144K
HPC
235
HM Payson & Co
Maine
$128K -$60.4K -3,240 -37%
NICM
236
Neo Ivy Capital Management
New York
$124K +$99.2K +5,321 New
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$120K +$95.6K +5,125 New
State of Tennessee, Department of Treasury
238
State of Tennessee, Department of Treasury
Tennessee
$119K +$95K +5,097 New
GC
239
Garde Capital
Washington
$101K +$81K +4,345 New
TRCT
240
Tower Research Capital (TRC)
New York
$93K -$1.29M -69,387 -95%
ASN
241
Advisory Services Network
Georgia
$84K +$28.9K +1,550 +76%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$82K -$12.7K -680 -16%
SFS
243
Sowell Financial Services
Arkansas
$78K +$746 +40 +1%
CFD
244
Creative Financial Designs
Indiana
$73K +$7.46K +400 +15%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$48.5K +2,600 New
APA
246
American Portfolios Advisors
New York
$46.8K
GWM
247
Geneos Wealth Management
Colorado
$43K +$18.8K +1,008 +663%
BDWM
248
Brewin Dolphin Wealth Management
Ireland
$37.4K
SPIA
249
Steward Partners Investment Advisory
New York
$34K -$24.2K -1,300 -47%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$33K +$20.5K +1,100 +367%