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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$913K +$111K +190 +15%
DC
202
Davenport & Co
Virginia
$892K -$45.7K -78 -5%
CI Investments Inc
203
CI Investments Inc
Ontario, Canada
$886K +$86.7K +148 +11%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$874K +$216K +368 +35%
KIA
205
Knollwood Investment Advisory
Maryland
$860K
LWAM
206
Legacy Wealth Asset Management
Minnesota
$836K -$23.4K -40 -3%
MGWM
207
Marks Group Wealth Management
Minnesota
$809K +$80.9K +138 +12%
DS
208
DRW Securities
Illinois
$780K +$744K +1,269 New
Daiwa Securities Group
209
Daiwa Securities Group
Japan
$762K -$43.9K -75 -6%
EI
210
Ethic Inc
New York
$756K +$721K +1,230 New
TFS
211
Thoroughbred Financial Services
Tennessee
$742K +$708K +1,208 New
VF
212
Virtu Financial
New York
$728K +$694K +1,184 New
P
213
&Partners
Tennessee
$726K +$242K +413 +55%
OIA
214
OneDigital Investment Advisors
Kansas
$722K -$11.7K -20 -2%
NYLIM
215
New York Life Investment Management
New York
$714K +$172K +294 +34%
SHC
216
SALT Holding Corp
Delaware
$707K +$673K +1,149 New
LFAS
217
Level Four Advisory Services
Texas
$704K +$3.52K +6 +0.5%
AAM
218
Advisors Asset Management
Colorado
$696K +$120K +204 +22%
LNWWM
219
Laird Norton Wetherby Wealth Management
California
$690K -$138K -235 -17%
QCG
220
Quadrant Capital Group
Ohio
$689K +$31.6K +54 +5%
CAM
221
Cresset Asset Management
Illinois
$661K -$705K -1,204 -53%
AAS
222
Avantax Advisory Services
Texas
$653K +$81.4K +139 +15%
VFA
223
Values First Advisors
Tennessee
$645K -$85K -145 -12%
Westfield Capital Management
224
Westfield Capital Management
Massachusetts
$645K -$2.93K -5 -0.5%
CG
225
Cynosure Group
Utah
$625K -$229K -391 -28%