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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$1.35M +$85.6K +656 +7%
GRP
677
Global Retirement Partners
California
$1.35M -$118K -901 -8%
SAM
678
Strategy Asset Managers
California
$1.35M +$44.5K +341 +4%
PGAM
679
Princeton Global Asset Management
New Jersey
$1.33M +$207K +1,585 +20%
IIM
680
Ironwood Investment Management
Massachusetts
$1.32M +$101K +770 +9%
ZB
681
Zions Bancorporation
Utah
$1.32M +$141K +1,080 +13%
CI
682
Cavalier Investments
Georgia
$1.32M -$559K -4,281 -31%
BP
683
Ballentine Partners
Massachusetts
$1.31M +$861K +6,594 +222%
PF
684
Phoenix Financial
Israel
$1.29M +$290K +2,218 +27%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$1.29M -$227K -1,735 -16%
FBT
686
First Bank & Trust
South Dakota
$1.29M +$13.1K +100 +1%
MERSOM
687
Municipal Employees' Retirement System of Michigan
Michigan
$1.28M +$328K +2,510 +37%
IWS
688
Insight Wealth Strategies
California
$1.28M +$391K +2,995 +47%
LWMM
689
Legacy Wealth Management (Mississippi)
Mississippi
$1.27M +$32.5K +249 +3%
AWP
690
Ascent Wealth Partners
New York
$1.27M +$381K +2,922 +46%
FDS
691
Freedom Day Solutions
Texas
$1.25M +$224K +1,712 +23%
Two Sigma Investments
692
Two Sigma Investments
New York
$1.25M -$332K -2,541 -22%
EB
693
Eastern Bank
Massachusetts
$1.25M
WS
694
Wedbush Securities
California
$1.23M -$528K -4,041 -31%
BCM
695
Brown Capital Management
Maryland
$1.21M
HWA
696
HCR Wealth Advisors
California
$1.21M -$33.7K -258 -3%
BAM
697
Blueshift Asset Management
New Jersey
$1.21M +$1.15M +8,822 New
MNG
698
Manning & Napier Group
New York
$1.2M +$3.92K +30 +0.3%
TSW
699
Thompson Siegel & Walmsley
Virginia
$1.2M -$220K -1,685 -16%
LFA
700
Lighthouse Financial Advisors
Maryland
$1.19M +$647K +4,953 +132%