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Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
301
Ameriprise
Minnesota
$411K -$2.04M -98,636 -86%
EPA
302
Element Pointe Advisors
Florida
$406K – – –
RCG
303
Regatta Capital Group
California
$394K +$39.5K +1,909 +14%
RJT
304
Raymond James Trust
Florida
$386K +$321K +15,500 New
APG Asset Management
305
APG Asset Management
Netherlands
$386K +$71.2K +3,438 +26%
CSPAM
306
Cary Street Partners Asset Management
Virginia
$385K – – –
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$385K – – –
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$380K +$10.5K +506 +3%
WG
309
Winton Group
United Kingdom
$378K +$314K +15,175 New
MF
310
Montis Financial
Massachusetts
$375K -$7.7K -372 -2%
IMC Chicago
311
IMC Chicago
Illinois
$374K +$311K +15,027 New
GA
312
GFS Advisors
Texas
$374K +$311K +15,000 New
WWA
313
WCG Wealth Advisors
Nevada
$373K -$243K -11,750 -44%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$372K +$52.8K +2,548 +21%
PP
315
PDT Partners
New York
$370K -$1.26M -60,841 -80%
RAG
316
RIA Advisory Group
Iowa
$368K +$306K +14,770 New
IEFM
317
IQ EQ Fund Management
Ireland
$363K -$20.2K -975 -6%
FCM
318
Frontier Capital Management
Massachusetts
$360K +$29.8K +1,437 +11%
AFC
319
AFT Forsyth & Company
Florida
$356K +$296K +14,300 New
AAS
320
Avantax Advisory Services
Texas
$355K +$295K +14,249 New
CWM
321
CIBC World Markets
New York
$347K +$288K +13,929 New
ASN
322
Advisory Services Network
Georgia
$344K +$182K +8,769 +174%
FA
323
FDx Advisors
Illinois
$338K -$6.89K -333 -2%
IWA
324
Icon Wealth Advisors
Texas
$338K -$11.4K -551 -4%
Macquarie Group
325
Macquarie Group
Australia
$332K +$148K +7,137 +115%