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Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
Montag & Associates
Georgia
$766K +$127K +730 +22%
DAS
352
Dynamic Advisor Solutions
Arizona
$756K -$524 -3 -0.1%
SFA
353
Sequoia Financial Advisors
Ohio
$708K +$658K +3,769 New
DCM
354
Driehaus Capital Management
Illinois
$693K +$644K +3,686 New
Envestnet Portfolio Solutions
355
Envestnet Portfolio Solutions
Illinois
$690K +$193K +1,104 +43%
SF
356
Summit Financial
New Jersey
$687K +$159K +913 +33%
BFS
357
Bradley Foster & Sargent
Connecticut
$685K +$637K +3,647 New
GC
358
Guggenheim Capital
Illinois
$671K -$317K -1,816 -34%
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$661K -$33.4K -191 -5%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$660K +$71.2K +408 +13%
FRM
361
Fox Run Management
Connecticut
$659K +$613K +3,509 New
CCP
362
Carmel Capital Partners
California
$659K -$26.9K -154 -4%
O
363
Ossiam
France
$648K +$74K +424 +14%
FA
364
FDx Advisors
Illinois
$639K +$142K +814 +31%
LPU
365
Lansdowne Partners (UK)
United Kingdom
$637K +$211K +1,211 +56%
SI
366
Stephens Inc
Arkansas
$629K -$14K -80 -2%
SGA
367
Seaport Global Advisors
Massachusetts
$611K
LCM
368
Landscape Capital Management
New Jersey
$605K -$63K -361 -10%
LAM
369
LECAP Asset Management
United Kingdom
$602K +$559K +3,204 New
FTDI
370
First Trust Direct Indexing
Massachusetts
$601K -$248K -1,419 -31%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$593K +$63.7K +365 +13%
MIC
372
Maxi Investments CY
Cyprus
$583K
FHA
373
Flagship Harbor Advisors
Massachusetts
$571K -$21.7K -124 -4%
CIP
374
Convergence Investment Partners
Florida
$570K +$530K +3,033 New
AP
375
Adero Partners
California
$567K +$698 +4 +0.1%