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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
301
Shepherd Financial Partners
Massachusetts
$805K -$9.02K -51 -0.9%
UB
302
UMB Bank
Missouri
$804K -$4.64M -26,264 -83%
CC
303
Cipher Capital
New York
$798K +$944K +5,337 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$791K +$124K +700 +15%
MIM
305
MetLife Investment Management
New Jersey
$772K +$9.9K +56 +1%
AAS
306
Avantax Advisory Services
Texas
$759K -$337K -1,906 -27%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$755K -$530 -3 -0.1%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$755K +$3.71K +21 +0.4%
DF
309
Donoghue Forlines
Massachusetts
$738K +$102K +578 +13%
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
$737K -$408K -2,310 -32%
TWA
311
TCI Wealth Advisors
Arizona
$721K -$7.07K -40 -0.8%
GCM
312
Graham Capital Management
Connecticut
$716K +$848K +4,794 New
GAA
313
Green Alpha Advisors
Colorado
$713K +$112K +633 +15%
IIM
314
Ironwood Investment Management
Massachusetts
$705K -$177 -1 -0%
II
315
Inspire Investing
Idaho
$699K -$26.9K -152 -3%
KAM
316
Karani Asset Management
New York
$690K -$3.18M -17,965 -80%
GWM
317
Geneos Wealth Management
Colorado
$687K -$116K -654 -13%
LCM
318
Lattice Capital Management
Washington
$685K
BIAS
319
Beacon Investment Advisory Services
New Jersey
$657K -$14K -79 -2%
AC
320
Allstate Corporation
Illinois
$652K +$13.8K +78 +2%
RP
321
Riverbridge Partners
Minnesota
$641K +$758K +4,286 New
BRWA
322
B. Riley Wealth Advisors
Florida
$636K -$738K -4,176 -50%
PCA
323
Personal Capital Advisors
California
$632K -$195K -1,100 -21%
ACS
324
Archford Capital Strategies
Illinois
$630K +$11.7K +66 +2%
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$629K +$744K +4,208 New