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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
526
Mather Group
Illinois
$694K +$8.8K +60 +1%
SIG
527
Stonegate Investment Group
Alabama
$691K -$163K -1,113 -19%
RSWM
528
Robertson Stephens Wealth Management
California
$671K +$75.4K +514 +13%
PA
529
Parallel Advisors
California
$668K +$68.1K +464 +12%
AIM
530
Anchor Investment Management
South Carolina
$661K -$44K -300 -6%
SFA
531
Sequoia Financial Advisors
Ohio
$661K -$1.61K -11 -0.2%
WSFS
532
Wilmington Savings Fund Society
Delaware
$653K +$14.7K +100 +2%
BPA
533
Beacon Pointe Advisors
California
$647K +$76.3K +520 +14%
GGS
534
Galvin Gaustad & Stein
Arizona
$640K +$221K +1,506 +55%
IAS
535
Insigneo Advisory Services
Florida
$634K +$255K +1,741 +65%
WTC
536
WhitTier Trust Company
Nevada
$633K -$4.11K -28 -0.7%
OC
537
Oppenheimer & Co
New York
$630K -$8.07K -55 -1%
NW
538
NewEdge Wealth
Pennsylvania
$628K -$55.4K -378 -8%
QCG
539
Quadrant Capital Group
Ohio
$626K +$36.7K +250 +6%
FI
540
Fosun International
China
$619K – – –
PP
541
PDT Partners
New York
$611K +$587 +4 +0.1%
SPIA
542
Steward Partners Investment Advisory
New York
$609K +$113K +768 +23%
NSIM
543
North Star Investment Management
Illinois
$608K – – –
STA
544
Summit Trail Advisors
New York
$608K +$46.1K +314 +8%
VA
545
Vident Advisory
Georgia
$602K +$587K +4,003 New
GCP
546
GSA Capital Partners
United Kingdom
$601K +$235K +1,601 +67%
FCP
547
Fidelis Capital Partners
Florida
$595K +$293 +2 +0%
FNT
548
First National Trust
Pennsylvania
$594K -$181K -1,237 -24%
ECM
549
Element Capital Management
New York
$588K -$467K -3,181 -45%
CG
550
Clifford Group
Massachusetts
$586K -$9.09K -62 -2%
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