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Name Holding Trade Value Shares
Change
Change in
Stake
TI
201
Tidal Investments
Wisconsin
$1.03M +$483K +11,651 +130%
RFA
202
RTD Financial Advisors
Pennsylvania
$1.03M
II
203
Inspire Investing
Idaho
$1.03M +$18.5K +447 +2%
CFMC
204
Curbstone Financial Management Corp
New Hampshire
$989K -$58.1K -1,400 -7%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$975K +$55.6K +1,341 +7%
Universal-Beteiligungs- und Servicegesellschaft
206
Universal-Beteiligungs- und Servicegesellschaft
Germany
$922K -$287K -6,921 -27%
CPIG
207
Chicago Partners Investment Group
Illinois
$916K +$483K +11,637 +117%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$892K +$739K +17,821 New
GAA
209
Green Alpha Advisors
Colorado
$888K -$15.5K -373 -2%
IA
210
IFG Advisory
Georgia
$866K +$718K +17,299 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$844K +$788 +19 +0.1%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$835K -$29.4K -709 -4%
MCA
213
Martin Capital Advisors
Texas
$815K -$13.3K -320 -2%
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$804K -$8.75K -211 -1%
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$803K
CIBC World Market
216
CIBC World Market
Ontario, Canada
$801K -$529K -12,752 -44%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$796K +$105K +2,537 +19%
RIL
218
Rothschild Investment LLC
Illinois
$791K +$353K +8,518 +117%
AW
219
Alchemi Wealth
Connecticut
$771K
US Bancorp
220
US Bancorp
Minnesota
$748K +$384K +9,260 +163%
CRC
221
Curi RMB Capital
Illinois
$717K -$1.37K -33 -0.2%
MCM
222
MAI Capital Management
Ohio
$701K +$196K +4,734 +51%
IMC Chicago
223
IMC Chicago
Illinois
$683K +$566K +13,648 New
GCP
224
GSA Capital Partners
United Kingdom
$681K +$564K +13,600 New
AC
225
Allstate Corporation
Illinois
$671K +$11.6K +279 +2%