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Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
NewSquare Capital
Pennsylvania
$261 – – –
IGWM
102
ICA Group Wealth Management
Colorado
$250 +$327 +120 New
Global Retirement Partners
103
Global Retirement Partners
California
$211 – – –
NSG
104
Nalls Sherbakoff Group
Tennessee
$209 – – –
WFA
105
West Financial Advisors
Iowa
$209 – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$208 – – –
Gradient Investments
107
Gradient Investments
Minnesota
$138 – – –
Bartlett & Co Wealth Management
108
Bartlett & Co Wealth Management
Ohio
$123 +$150 +55 New
GWS
109
Glassman Wealth Services
Virginia
$79 +$104 +38 New
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$71 -$8.87K -3,255 -99%
Farther Finance Advisors
111
Farther Finance Advisors
California
$58 +$76 +28 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$52 – – –
MLA
113
MB, Levis & Associates
Pennsylvania
$21 – – –
EIM
114
Essex Investment Management
Massachusetts
– -$1.91M -526,690 Closed
LCM
115
Legato Capital Management
California
– -$567K -156,315 Closed
Nikko Asset Management Americas
116
Nikko Asset Management Americas
New York
– -$511K -140,789 Closed
Sumitomo Mitsui Trust Group
117
Sumitomo Mitsui Trust Group
Japan
– -$511K -140,789 Closed
Advisory Services Network
118
Advisory Services Network
Georgia
– -$221K -60,882 Closed
ACS
119
Archford Capital Strategies
Illinois
– -$79.5K -21,900 Closed
NewEdge Advisors
120
NewEdge Advisors
Louisiana
– -$59.2K -16,300 Closed
William Blair & Company
121
William Blair & Company
Illinois
– -$53.8K -14,817 Closed
Ameriprise
122
Ameriprise
Minnesota
– -$43.6K -12,000 Closed
Verition Fund Management
123
Verition Fund Management
Connecticut
– -$38.9K -10,719 Closed
Confluence Wealth Services
124
Confluence Wealth Services
Pennsylvania
– -$37.9K -10,440 Closed
LCM
125
Lazari Capital Management
California
– -$36.3K -10,000 Closed