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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
151
Hanseatic Management Services
New Mexico
$891K +$766K +1,128 New
PCA
152
Pallas Capital Advisors
Massachusetts
$842K -$52.3K -77 -7%
BC
153
Burney Company
Virginia
$838K -$275K -405 -28%
APM
154
a16z Perennial Management
California
$836K
VFA
155
Valeo Financial Advisors
Indiana
$832K +$4.75K +7 +0.7%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$820K +$389K +573 +141%
PA
157
PFG Advisors
Arizona
$813K -$6.79K -10 -1%
SF
158
Summit Financial
New Jersey
$804K +$691K +1,017 New
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$797K
HH
160
Hilltop Holdings
Texas
$796K -$14.3K -21 -2%
WCM
161
Wisconsin Capital Management
Wisconsin
$790K
AAM
162
Advisors Asset Management
Colorado
$786K +$644K +949 +2,063%
PA
163
Parallel Advisors
California
$778K +$170K +250 +34%
CCM
164
Coldstream Capital Management
Washington
$747K
SPC
165
Sigma Planning Corp
Michigan
$735K +$631K +930 New
DAM
166
Delta Asset Management
Tennessee
$714K +$679 +1 +0.1%
MAM
167
Martingale Asset Management
Massachusetts
$705K +$255K +375 +73%
BCV
168
Banque Cantonale Vaudoise
Switzerland
$698K +$485K +714 +422%
OPWM
169
Oxinas Partners Wealth Management
Indiana
$692K
CL
170
Choreo LLC
Illinois
$689K -$10.9K -16 -2%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$684K +$42.1K +62 +8%
SYBT
172
Stock Yards Bank & Trust
Kentucky
$680K -$229K -338 -28%
SEI Investments
173
SEI Investments
Pennsylvania
$680K +$198K +292 +51%
SFA
174
Sequoia Financial Advisors
Ohio
$670K +$67.9K +100 +13%
WPC
175
Wedmont Private Capital
Pennsylvania
$654K +$12.9K +19 +3%