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Name Holding Trade Value Shares
Change
Change in
Stake
SM
226
SG3 Management
Puerto Rico
$188K
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K -$3.85K -300 -2%
Creative Planning
228
Creative Planning
Kansas
$175K +$167K +13,012 New
Bank of New York Mellon
229
Bank of New York Mellon
New York
$171K -$635K -49,521 -79%
V
230
Veritable
Delaware
$170K
MC
231
MIG Capital
California
$159K +$151K +11,799 New
OFS
232
OneAscent Financial Services
Alabama
$157K +$150K +11,699 New
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$149K -$12.1K -942 -8%
SCM
234
SOL Capital Management
Maryland
$142K
WHG
235
Westwood Holdings Group
Texas
$142K +$130K +10,134 +2,330%
Verition Fund Management
236
Verition Fund Management
Connecticut
$141K +$134K +10,465 New
Stifel Financial
237
Stifel Financial
Missouri
$138K -$1.12M -87,100 -89%
NA
238
NewEdge Advisors
Louisiana
$136K -$14.2K -1,107 -10%
AP
239
Advisor Partners
California
$135K +$129K +10,048 New
SO
240
STRS Ohio
Ohio
$134K
CIAS
241
Capital Investment Advisory Services
North Carolina
$128K -$31.1K -2,422 -21%
CAC
242
Certified Advisory Corp
Florida
$126K -$45.6K -3,554 -28%
EDRH
243
Edmond de Rothschild Holding
Switzerland
$117K +$12.8K +1,000 +13%
S
244
SignatureFD
Georgia
$114K -$29.4K -2,290 -21%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K
Legal & General Group
246
Legal & General Group
United Kingdom
$99K
RCAG
247
Rehmann Capital Advisory Group
Michigan
$95.1K +$12.1K +941 +15%
SCA
248
Stonebridge Capital Advisors
Minnesota
$95K +$91.1K +7,100 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$84K +$3.85K +300 +5%
RE
250
RBC Europe
United Kingdom
$81.5K