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Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
226
Pinnacle Financial Partners (Georgia)
Georgia
$927K +$971K +15,683 New
HighTower Advisors
227
HighTower Advisors
Illinois
$920K +$964K +15,564 New
Vanguard Personalized Indexing Management
228
Vanguard Personalized Indexing Management
California
$910K +$163K +2,626 +21%
VA
229
Vident Advisory
Georgia
$900K +$943K +15,223 New
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$897K +$684K +11,041 +267%
OAC
231
OMERS Administration Corp
Ontario, Canada
$889K +$932K +15,043 New
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$872K +$93.5K +1,510 +12%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$852K +$158K +2,553 +22%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$846K -$60.6K -978 -6%
VCM
235
Virtue Capital Management
Tennessee
$828K +$934K +15,086 New
IQI
236
Integrated Quantitative Investments
Washington
$808K +$847K +13,678 New
LCM
237
Legato Capital Management
California
$808K +$847K +13,678 New
WCA
238
Westover Capital Advisors
Delaware
$792K +$830K +13,404 New
Alyeska Investment Group
239
Alyeska Investment Group
Illinois
$791K +$829K +13,381 New
SSA
240
Sierra Summit Advisors
Nevada
$779K +$816K +13,183 New
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$779K +$330K +5,331 +68%
BFM
242
Boothbay Fund Management
New York
$779K -$3.36M -54,204 -80%
NAM
243
NorthCrest Asset Manangement
Minnesota
$737K +$113K +1,831 +17%
MWM
244
MorganRosel Wealth Management
Colorado
$728K +$763K +12,323 New
DI
245
Diligent Investors
California
$719K – – –
FNT
246
First National Trust
Pennsylvania
$709K – – –
AC
247
Aristeia Capital
Connecticut
$684K -$45.7K -738 -6%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$675K +$698K +11,265 +1,612%
JKA
249
Jones Kertz & Associates
Minnesota
$652K -$5.57K -90 -0.8%
KOC
250
Koss-Olinger Consulting
Florida
$651K +$683K +11,023 New