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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$680K +$137K +16,635 +26%
SC
77
Syon Capital
California
$677K +$156K +18,884 +31%
WA
78
Wealthstar Advisors
Texas
$670K -$446K -54,090 -41%
CG
79
Caprock Group
Idaho
$659K +$84.4K +10,240 +16%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$651K +$89.4K +10,855 +16%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$643K -$29.3K -3,556 -4%
SG Americas Securities
82
SG Americas Securities
New York
$635K +$46.6K +5,661 +8%
SFA
83
Sequoia Financial Advisors
Ohio
$614K -$404K -48,997 -40%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$600K -$17.1K -2,076 -3%
OFP
85
OLIO Financial Planning
Virginia
$599K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$596K +$582K +70,572 New
RWM
87
Ritholtz Wealth Management
New York
$574K +$94.2K +11,427 +20%
QT
88
Quantbot Technologies
New York
$554K +$541K +65,696 New
EGM
89
Engineers Gate Manager
New York
$526K +$514K +62,357 New
XC
90
XY Capital
Hong Kong
$502K +$490K +59,500 New
FMI
91
Factory Mutual Insurance
Massachusetts
$501K
SCP
92
Sivia Capital Partners
California
$494K
CA
93
Clearstead Advisors
Ohio
$487K +$98.4K +11,936 +26%
MIM
94
Miller Investment Management
Pennsylvania
$481K
VWM
95
Venturi Wealth Management
Texas
$475K +$73.1K +8,869 +19%
S
96
SimplyRich
California
$475K
FRM
97
Fox Run Management
Connecticut
$463K +$452K +54,821 New
VCM
98
Versant Capital Management
Arizona
$461K -$16.6K -2,013 -4%
CL
99
Choreo LLC
Illinois
$461K +$7.88K +956 +2%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$458K