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Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Simplicity Solutions
Minnesota
$1.75M -$1.32K -2 -0.1%
LWAM
327
Legacy Wealth Asset Management
Minnesota
$1.72M -$260K -394 -14%
VWM
328
Venturi Wealth Management
Texas
$1.69M +$86.4K +131 +6%
IB
329
Intrust Bank
Kansas
$1.67M -$131K -198 -8%
Vontobel Holding
330
Vontobel Holding
Switzerland
$1.66M +$1.58M +2,401 New
SC
331
Solstein Capital
California
$1.63M +$61.3K +93 +4%
SMG
332
Spectrum Management Group
Indiana
$1.61M +$916K +1,389 +148%
HIIFS
333
Harel Insurance Investments & Financial Services
Israel
$1.59M +$562K +852 +1,039%
ZB
334
Zions Bancorporation
Utah
$1.58M +$163K +247 +12%
CCA
335
Checchi Capital Advisers
California
$1.58M -$55.4K -84 -4%
HVM
336
Harvest Volatility Management
Connecticut
$1.57M +$392K +595 +35%
MCM
337
MAI Capital Management
Ohio
$1.56M -$264K -400 -15%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$1.55M +$81.1K +123 +8%
Capstone Investment Advisors
339
Capstone Investment Advisors
New York
$1.54M -$1.21M -1,833 -45%
BAIA
340
Bel Air Investment Advisors
California
$1.53M -$117K -178 -7%
LSAG
341
Lake Street Advisors Group
New Hampshire
$1.52M +$48.8K +74 +4%
GAA
342
Green Alpha Advisors
Colorado
$1.5M +$1.43M +2,173 New
BAM
343
Blueshift Asset Management
New Jersey
$1.49M +$217K +329 +18%
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.48M -$267K -405 -16%
SFO
345
Standard Family Office
South Dakota
$1.47M +$1.34M +2,031 +1,991%
IIM
346
Ipswich Investment Management
Massachusetts
$1.45M +$1.39M +2,105 New
CS
347
Comerica Securities
Michigan
$1.45M -$266K -404 -16%
SP
348
SWS Partners
Ohio
$1.44M +$16.5K +25 +1%
MGIM
349
M&G Investment Management
United Kingdom
$1.42M +$1.36M +2,056 New
PWPS
350
Pinnacle Wealth Planning Services
Ohio
$1.41M -$157K -238 -10%