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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
201
Glenmede Investment Management
Pennsylvania
$320K +$322K +4,678 New
AI
202
Atria Investments
North Carolina
$317K +$20.2K +293 +7%
MYIA
203
Mount Yale Investment Advisors
Colorado
$315K +$23.7K +345 +8%
TWM
204
Tradition Wealth Management
Minnesota
$313K +$4.81K +70 +2%
SRC
205
Sage Rhino Capital
California
$308K -$3.65K -53 -1%
DIM
206
DC Investments Management
Virginia
$305K
PAS
207
Park Avenue Securities
New York
$286K -$13.6K -198 -5%
PWAM
208
Private Wealth Asset Management
Iowa
$281K
QCM
209
Quantinno Capital Management
New York
$273K -$82.6K -1,201 -23%
X
210
Xponance
Pennsylvania
$267K +$3.16K +46 +1%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$262K -$47.3K -688 -15%
Franklin Resources
212
Franklin Resources
California
$259K +$36K +523 +16%
VFA
213
Voya Financial Advisors
Connecticut
$257K -$2.68K -39 -1%
SIMG
214
Sonora Investment Management Group
Arizona
$250K
IWM
215
Inlight Wealth Management
Georgia
$247K
Principal Financial Group
216
Principal Financial Group
Iowa
$244K -$35.8K -520 -13%
RAG
217
RIA Advisory Group
Iowa
$242K -$27.5K -400 -10%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$239K -$78.1K -1,136 -25%
Marshall Wace
219
Marshall Wace
United Kingdom
$238K -$3.69M -53,598 -94%
MFS
220
Mirabella Financial Services
United Kingdom
$236K
TPW
221
Transatlantique Private Wealth
New York
$235K -$118K -1,715 -33%
HR
222
Hardy Reed
Mississippi
$234K -$2.61K -38 -1%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$233K -$20K -291 -8%
Cerity Partners
224
Cerity Partners
New York
$226K +$45.1K +656 +25%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$225K -$406K -5,900 -64%