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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
AO
301
Advisor OS
Illinois
$222K +$8.72K +65 +4%
PWG
302
Portside Wealth Group
Utah
$220K +$215K +1,604 New
LFAS
303
Level Four Advisory Services
Texas
$215K -$3.35K -25 -2%
Empower Advisory Group
304
Empower Advisory Group
Colorado
$215K +$7.51K +56 +4%
DWP
305
Daymark Wealth Partners
Ohio
$208K +$203K +1,515 New
UM
306
UniSuper Management
Australia
$207K +$153K +1,138 New
TW
307
TrinityPoint Wealth
Connecticut
$203K +$134 +1 +0.1%
GSC
308
Ground Swell Capital
South Carolina
$202K +$198K +1,473 New
VCM
309
Vivaldi Capital Management
Illinois
$201K
IA
310
IFP Advisors
Florida
$198K +$101K +749 +107%
CA
311
Crewe Advisors
Utah
$186K -$12.5K -93 -6%
HNB
312
Huntington National Bank
Ohio
$184K -$19.1K -142 -10%
CFGS
313
Concourse Financial Group Securities
Alabama
$184K -$52.7K -393 -23%
HDIM
314
Hanson & Doremus Investment Management
Vermont
$177K -$268 -2 -0.2%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$171K +$9.93K +74 +6%
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$148K +$5.23K +39 +4%
AA
317
Addison Advisors
Vermont
$145K +$14.1K +105 +11%
PTC
318
Private Trust Company
Ohio
$123K +$9.93K +74 +9%
LC
319
Lindbrook Capital
California
$115K -$2.42K -18 -2%
GIA
320
GHP Investment Advisors
Colorado
$115K
SG Americas Securities
321
SG Americas Securities
New York
$108K +$85.2K +635 New
M
322
Mirova
France
$86.6K -$33.8K -252 -29%
Mitsubishi UFJ Trust & Banking
323
Mitsubishi UFJ Trust & Banking
Japan
$83.7K +$12.7K +95 +18%
EWM
324
Endurance Wealth Management
Rhode Island
$83K
HCM
325
Hollencrest Capital Management
California
$80.7K