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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
451
Brown Advisory
Maryland
$302K +$279K +2,584 New
VCM
452
Versant Capital Management
Arizona
$297K +$11.9K +110 +5%
VAG
453
VisionPoint Advisory Group
Texas
$297K +$275K +2,540 New
RCA
454
Resonant Capital Advisors
Wisconsin
$296K +$108 +1 +0%
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$284K +$216K +2,000 +469%
IAA
456
Independent Advisor Alliance
North Carolina
$283K -$2.49K -23 -0.9%
GAM
457
Gotham Asset Management
New York
$283K +$261K +2,417 New
CIM
458
Cambria Investment Management
California
$283K +$261K +2,415 New
EAM
459
Eventide Asset Management
Massachusetts
$281K +$259K +2,400 New
PGFC
460
Peapack-Gladstone Financial Corp
New Jersey
$274K -$29.7K -275 -11%
HCA
461
Hyperion Capital Advisors
New York
$269K
IB
462
Intrust Bank
Kansas
$269K +$249K +2,300 New
N
463
Numerai
California
$269K +$248K +2,297 New
IFWM
464
Institute for Wealth Management
Colorado
$263K -$14.6K -135 -6%
AV
465
ASR Vermogensbeheer
Netherlands
$262K
HIMCH
466
Hartford Investment Management Co (HIMCO)
Connecticut
$259K +$239K +2,214 New
AssetMark Inc
467
AssetMark Inc
California
$258K +$20.1K +186 +9%
HH
468
Hilltop Holdings
Texas
$257K -$6.81K -63 -3%
KeyBank National Association
469
KeyBank National Association
Ohio
$256K +$1.62K +15 +0.7%
PCS
470
Personal CFO Solutions
New Jersey
$255K +$236K +2,182 New
CGL
471
Clarius Group LLC
Washington
$255K +$236K +2,179 New
KCM
472
Kathmere Capital Management
Pennsylvania
$253K +$234K +2,161 New
PA
473
PharVision Advisers
Florida
$251K +$232K +2,146 New
Parnassus Investments
474
Parnassus Investments
California
$248K +$229K +2,118 New
CW
475
CreativeOne Wealth
Kansas
$246K +$228K +2,106 New