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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
451
Essex Financial Services
Connecticut
$395K -$5.39K -70 -1%
OWA
452
One Wealth Advisors
California
$387K +$26.2K +340 +6%
WI
453
Wahed Invest
New York
$385K -$12.9K -167 -3%
FPF
454
First Pacific Financial
Washington
$381K +$1.39K +18 +0.3%
BJL
455
Brighton Jones LLC
Washington
$371K +$412K +5,340 New
AG
456
Ascent Group
Virginia
$368K +$144K +1,865 +54%
GAM
457
Groupama Asset Management
France
$363K +$170K +2,204 +73%
HWM
458
HB Wealth Management
Georgia
$362K +$27.6K +358 +7%
AAP
459
Arax Advisory Partners
Colorado
$362K +$158K +2,047 +64%
TAM
460
Tocqueville Asset Management
New York
$361K +$38.9K +505 +11%
PCA
461
Peddock Capital Advisors
Massachusetts
$361K -$87.5K -1,135 -18%
VF
462
Virtu Financial
New York
$355K -$682K -8,850 -63%
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$351K -$29.5K -383 -7%
FC
464
Farringdon Capital
United Kingdom
$348K +$386K +5,010 New
Envestnet Portfolio Solutions
465
Envestnet Portfolio Solutions
Illinois
$342K -$63.3K -822 -14%
ECM
466
Evergreen Capital Management
Washington
$338K +$375K +4,861 New
QIM
467
Quantitative Investment Management
Virginia
$332K -$118K -1,526 -24%
AU
468
AlphaGrep UK
$331K +$109K +1,415 +42%
BCV
469
Banque Cantonale Vaudoise
Switzerland
$322K -$54.4K -706 -13%
Assenagon Asset Management
470
Assenagon Asset Management
Luxembourg
$322K -$70.7K -918 -17%
CI
471
CX Institutional
Indiana
$320K -$2.62K -34 -0.7%
SC
472
Savant Capital
Illinois
$319K +$74.2K +963 +27%
CIA
473
Concurrent Investment Advisors
Florida
$318K -$91K -1,181 -21%
EWA
474
EP Wealth Advisors
California
$315K -$22.7K -294 -6%
PI
475
PFG Investments
New York
$312K +$347K +4,499 New