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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Lenox Wealth Management
Ohio
$18K +$19.1K +149 New
HL
402
Harding Loevner
New Jersey
$17K – – –
S
403
SignatureFD
Georgia
$17K +$2.69K +21 +18%
FPFS
404
First Personal Financial Services
North Carolina
$15K -$84.5K -660 -84%
PA
405
Parallel Advisors
California
$14K – – –
VEA
406
Virtus ETF Advisers
New York
$14K – – –
AF
407
Allworth Financial
California
$13K – – –
NIM
408
NuWave Investment Management
New Jersey
$12K -$58.9K -460 -83%
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$12K -$1.15K -9 -8%
AWA
410
Acorn Wealth Advisors
Michigan
$12K – – –
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$12K – – –
HMS
412
Hanseatic Management Services
New Mexico
$12K – – –
CF
413
Centaurus Financial
California
$12K +$12.8K +100 New
JCM
414
Jacobi Capital Management
Pennsylvania
$10K +$10.2K +80 New
EARNEST Partners
415
EARNEST Partners
Georgia
$9K +$3.84K +30 +67%
GTAM
416
Global Trust Asset Management
Florida
$7K – – –
SBL
417
Sargent Bickham Lagudis
Colorado
$6K – – –
CWM
418
Cedar Wealth Management
California
$6K +$6.4K +50 New
JA
419
JOYN Advisors
Georgia
$5K – – –
OC
420
Oakworth Capital
Alabama
$5K – – –
Canada Pension Plan Investment Board
421
Canada Pension Plan Investment Board
Ontario, Canada
$5K +$4.1K +32 +320%
LF
422
Lee Financial
Texas
$4K -$512 -4 -11%
TWA
423
TCI Wealth Advisors
Arizona
$4K +$384 +3 +12%
EFSCE
424
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.05K +16 +89%
KL
425
KWMG LLC
Kansas
$4K +$4.35K +34 New