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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$142K +$20.9K +619 +19%
OMCS
202
Old Mutual Customised Solutions
South Africa
$124K – – –
MWM
203
Mascoma Wealth Management
New Hampshire
$122K – – –
DADC
204
D.A. Davidson & Co
Montana
$116K – – –
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$100K -$22.8K -673 -20%
WA
206
Winfield Associates
Ohio
$94K +$58.5K +1,730 +225%
AG
207
Advisor Group
Arizona
$91K +$34 +1 +0%
IR
208
Invictus RG
Bermuda
$89K -$175K -5,180 -69%
KBC Group
209
KBC Group
Belgium
$77K -$35.9K -1,062 -34%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$47K -$1.32K -39 -3%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$45K +$1.96K +58 +5%
IA
212
IFP Advisors
Florida
$40K +$1.08K +32 +3%
WTB
213
Washington Trust Bank
Washington
$38K – – –
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$30K -$6.53K -193 -19%
NSIM
215
North Star Investment Management
Illinois
$30K – – –
RFA
216
Reilly Financial Advisors
California
$27K – – –
HFM
217
Hartford Financial Management
Connecticut
$26K – – –
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$24K -$4.2K -124 -16%
CPIG
219
Chicago Partners Investment Group
Illinois
$24K +$23.7K +700 New
HNB
220
Huntington National Bank
Ohio
$23K +$20.3K +600 New
YWP
221
YorkBridge Wealth Partners
New York
$22K – – –
AIL
222
AGF Investments LLC
Ontario, Canada
$19K +$6.7K +198 +65%
DAM
223
Delta Asset Management
Tennessee
$15K – – –
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
OIA
225
OneDigital Investment Advisors
Kansas
$14K +$12.3K +364 New