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Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Globeflex Capital
California
$826K -$210K -2,539 -23%
UM
602
UniSuper Management
Australia
$826K
IP
603
Intellectus Partners
California
$796K +$663K +8,000 New
CIBC Private Wealth Group
604
CIBC Private Wealth Group
Georgia
$796K -$862K -10,395 -57%
VA
605
Vident Advisory
Georgia
$784K -$170K -2,045 -21%
FHWM
606
Fox Hill Wealth Management
Massachusetts
$782K +$651K +7,859 New
CL
607
Choreo LLC
Illinois
$781K +$58.9K +711 +10%
PCIA
608
Prime Capital Investment Advisors
Kansas
$778K +$74K +893 +13%
XT
609
XTX Topco
Cayman Islands
$777K +$648K +7,812 New
WCA
610
Westover Capital Advisors
Delaware
$770K +$426K +5,138 +198%
IWC
611
Integrated Wealth Concepts
Massachusetts
$767K +$215K +2,598 +51%
MWM
612
Mosley Wealth Management
California
$759K +$561K +6,772 New
P
613
&Partners
Tennessee
$757K +$630K +7,603 New
EC
614
EdgeRock Capital
Colorado
$750K +$81.6K +984 +15%
JWCA
615
J.W. Cole Advisors
Florida
$749K +$16.3K +197 +3%
SGAM
616
Smith Group Asset Management
Texas
$749K +$161K +1,940 +35%
CRI
617
Colonial River Investments
Virginia
$741K +$617K +7,446 New
AWM
618
Axxcess Wealth Management
California
$735K +$612K +7,384 New
FMLI
619
Fukoku Mutual Life Insurance
Japan
$728K -$105K -1,265 -15%
WIS
620
Wright Investors Service
Connecticut
$724K +$603K +7,277 New
SWA
621
Sax Wealth Advisors
New Jersey
$716K +$34.7K +419 +6%
CIP
622
Convergence Investment Partners
Florida
$711K -$279K -3,367 -32%
PAS
623
Park Avenue Securities
New York
$703K -$101K -1,220 -15%
SMH
624
Sanders Morris Harris
Texas
$696K
CM
625
Caption Management
Oklahoma
$696K +$580K +7,000 New