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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
651
Forum Financial Management
Illinois
$407K +$248 +2 +0.1%
WIM
652
WealthPlan Investment Management
Nebraska
$406K
EWM
653
Empirical Wealth Management
Washington
$405K +$15K +121 +4%
CPCPP
654
Canada Post Corporation Pension Plan
Canada
$404K
GL
655
Graypoint LLC
New York
$393K +$2.48K +20 +0.6%
SPA
656
Sherbrooke Park Advisers
New York
$392K +$53.2K +429 +15%
CCM
657
Coldstream Capital Management
Washington
$389K +$42.3K +341 +12%
MSR
658
Main Street Research
Connecticut
$388K
SC
659
Syon Capital
California
$387K +$94.8K +765 +31%
PTC
660
Philadelphia Trust Company
Pennsylvania
$387K
CFG
661
Carr Financial Group
Massachusetts
$377K -$60.8K -491 -13%
SBIA
662
Sheaff Brock Investment Advisors
Indiana
$377K +$32.1K +259 +9%
AFG
663
Allegheny Financial Group
Pennsylvania
$376K
RFC
664
Regions Financial Corp
Alabama
$375K +$67.3K +543 +21%
JWCA
665
J.W. Cole Advisors
Florida
$372K +$386K +3,112 New
Envestnet Portfolio Solutions
666
Envestnet Portfolio Solutions
Illinois
$372K -$1.56M -12,609 -80%
AAM
667
Aureus Asset Management
Massachusetts
$370K
IWC
668
Integrated Wealth Concepts
Massachusetts
$370K -$8.05K -65 -2%
PFBT
669
Parkside Financial Bank & Trust
Missouri
$369K +$496 +4 +0.1%
LI
670
LRI Investments
Florida
$366K -$93.3K -753 -20%
EA
671
Everpar Advisors
Oklahoma
$366K +$9.91K +80 +3%
AAS
672
Avantax Advisory Services
Texas
$364K +$84.3K +680 +29%
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$362K +$5.7K +46 +2%
AU
674
Algebris (UK)
United Kingdom
$360K -$929K -7,493 -70%
AWM
675
Angeles Wealth Management
California
$360K +$17.2K +139 +5%