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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
376
Beacon Pointe Advisors
California
$369K +$53.7K +599 +18%
BP
377
Ballentine Partners
Massachusetts
$368K +$32.4K +361 +10%
QCM
378
QRG Capital Management
Illinois
$367K +$34.9K +389 +11%
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$362K -$2.23M -24,873 -87%
WTC
380
WhitTier Trust Company
Nevada
$362K -$39.9K -445 -10%
PWP
381
Pursue Wealth Partners
California
$360K – – –
SIA
382
Schechter Investment Advisors
Michigan
$358K +$9.78K +109 +3%
IC
383
IEQ Capital
California
$358K +$18.2K +203 +6%
VCM
384
Versant Capital Management
Arizona
$357K +$321K +3,575 +1,589%
MA
385
MJP Associates
Connecticut
$353K -$9.51K -106 -3%
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$347K -$78.4K -874 -19%
NFGCM
387
Norman Fields Gottscho Capital Management
New York
$345K -$78.9K -880 -19%
S4W
388
Solutions 4 Wealth
Texas
$345K – – –
KCM
389
Kathmere Capital Management
Pennsylvania
$339K +$37.9K +422 +13%
Jones Financial Companies
390
Jones Financial Companies
Missouri
$337K +$98.5K +1,098 +45%
MCM
391
MAI Capital Management
Ohio
$332K +$90 +1 +0%
BWM
392
Baron Wealth Management
Michigan
$328K -$51.1K -570 -14%
OIA
393
OneDigital Investment Advisors
Kansas
$322K -$131K -1,465 -30%
Susquehanna International Group
394
Susquehanna International Group
Pennsylvania
$322K +$20.5K +228 +7%
EA
395
Everpar Advisors
Oklahoma
$322K -$42.8K -477 -12%
TAM
396
Titleist Asset Management
Texas
$315K +$27.1K +302 +10%
KP
397
Keel Point
Alabama
$312K -$3.59K -40 -1%
DWM
398
Dakota Wealth Management
Florida
$305K -$49K -546 -14%
GT
399
Glenmede Trust
Pennsylvania
$303K -$27.6K -308 -9%
SAM
400
Smartleaf Asset Management
Massachusetts
$302K +$628 +7 +0.2%