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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
701
Polaris Wealth Advisory Group
California
$4.39M +$650K +3,725 +21%
VAS
702
Vestmark Advisory Solutions
Massachusetts
$4.39M +$2.27M +13,030 +161%
MOS
703
MGO One Seven
Ohio
$4.38M -$675K -3,868 -15%
CAG
704
Csenge Advisory Group
Florida
$4.38M -$110K -628 -3%
PF
705
Phoenix Financial
Israel
$4.36M +$1.3M +7,463 +55%
SC
706
Savant Capital
Illinois
$4.32M +$1.02M +5,834 +39%
MA
707
McBroom & Associates
Nevada
$4.32M +$2.54M +14,561 +232%
GLA
708
Good Life Advisors
Pennsylvania
$4.32M +$1.14M +6,522 +46%
EMG
709
ETF Managers Group
New Jersey
$4.31M +$3.28M +18,815 +950%
BCM
710
Bridgeway Capital Management
Texas
$4.31M -$3.21M -18,421 -47%
A
711
AustralianSuper
Australia
$4.31M -$322M -1,843,237 -99%
APP
712
Avantax Planning Partners
Iowa
$4.28M +$5.23K +30 +0.1%
CI
713
Conning Inc
Connecticut
$4.26M +$57K +327 +2%
IAIM
714
International Assets Investment Management
Florida
$4.25M -$5.95M -34,102 -62%
Vanguard Capital Wealth Advisors
715
Vanguard Capital Wealth Advisors
Colorado
$4.24M +$166K +950 +5%
LC
716
Longitude (Cayman)
Cayman Islands
$4.23M +$331K +1,900 +10%
PCM
717
Parsons Capital Management
Rhode Island
$4.2M +$170K +975 +5%
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.17M -$207K -1,189 -6%
AFG
719
Albion Financial Group
Utah
$4.17M +$872 +5 +0%
BCPWM
720
Bradley & Co Private Wealth Management
Florida
$4.17M -$119K -685 -3%
IG
721
ING Group
Netherlands
$4.16M -$13.4M -76,925 -79%
RPWA
722
Regent Peak Wealth Advisors
Georgia
$4.15M +$2.51M +14,381 +256%
CAM
723
Centre Asset Management
New York
$4.13M +$3.47M +19,915 New
LFAS
724
Level Four Advisory Services
Texas
$4.09M +$275K +1,574 +9%
PFA
725
Pure Financial Advisors
California
$4.08M -$121K -693 -3%