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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
251
Vanguard Personalized Indexing Management
California
$798K +$118K +1,656 +17%
API
252
Advisor Partners II
California
$798K +$291K +4,091 +57%
FAIM
253
Financial Advocates Investment Management
Washington
$795K -$6.69K -94 -0.8%
SA
254
swisspartners Advisors
Switzerland
$774K -$78.3K -1,100 -9%
QCM
255
Quantinno Capital Management
New York
$768K +$6.76K +95 +0.9%
KAS
256
Kestra Advisory Services
Texas
$765K -$928K -13,045 -55%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$737K +$147K +2,060 +25%
LWAM
258
Legacy Wealth Asset Management
Minnesota
$716K +$303K +4,253 +72%
BCM
259
Bayesian Capital Management
New York
$715K -$569K -8,000 -44%
NW
260
NewEdge Wealth
Pennsylvania
$713K +$196K +2,758 +38%
CAM
261
Cresset Asset Management
Illinois
$708K -$277K -3,886 -28%
LJAC
262
L.J. Altfest & Co
New York
$707K +$1.57K +22 +0.2%
RJT
263
Raymond James Trust
Florida
$698K +$47.6K +669 +7%
TSS
264
Two Sigma Securities
New York
$695K +$701K +9,856 New
MCM
265
Mengis Capital Management
Oregon
$695K -$12.3K -173 -2%
MOS
266
MGO One Seven
Ohio
$687K -$8.89K -125 -1%
Brown Advisory
267
Brown Advisory
Maryland
$672K +$53.1K +746 +9%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$666K -$50.5K -709 -7%
DAS
269
Dynamic Advisor Solutions
Arizona
$658K +$37K +520 +6%
CI
270
Cigna Investments
Connecticut
$658K -$26.7K -375 -4%
BG
271
Bahl & Gaynor
Ohio
$641K -$23.8K -335 -4%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$639K -$19.6K -276 -3%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$639K -$5.55K -78 -0.9%
EDRH
274
Edmond de Rothschild Holding
Switzerland
$637K -$308K -4,332 -32%
EAM
275
Eagle Asset Management
Florida
$636K +$1.99K +28 +0.3%