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Name Holding Trade Value Shares
Change
Change in
Stake
WF
301
Welch & Forbes
Massachusetts
$561K – – –
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
$558K +$615K +14,631 New
CFGS
303
Concourse Financial Group Securities
Alabama
$555K -$11.8K -281 -2%
CA
304
Cetera Advisors
Colorado
$554K +$44.1K +1,050 +8%
VFA
305
Voya Financial Advisors
Connecticut
$553K -$10.3K -245 -2%
MAM
306
MWA Asset Management
Massachusetts
$551K +$606K +14,425 New
T
307
TOBAM
France
$548K +$588 +14 +0.1%
GC
308
Guggenheim Capital
Illinois
$540K +$123K +2,939 +26%
KeyBank National Association
309
KeyBank National Association
Ohio
$539K -$21.6K -515 -4%
SCA
310
Snowden Capital Advisors
New York
$538K -$102K -2,420 -15%
SAG
311
SageView Advisory Group
California
$537K -$220K -5,241 -27%
VCS
312
Vaughan & Co Securities
New Jersey
$529K -$15.5K -370 -3%
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$529K -$406K -9,670 -41%
LMKC
314
L.M. Kohn & Company
Ohio
$520K +$12.6K +300 +2%
PFO
315
Pathstone Family Office
New Jersey
$493K +$798 +19 +0.1%
IAS
316
Insigneo Advisory Services
Florida
$492K +$531K +12,639 New
WTC
317
WhitTier Trust Company
Nevada
$482K -$8.61K -205 -2%
DCM
318
DGS Capital Management
New Jersey
$478K -$142K -3,372 -21%
QT
319
Quantbot Technologies
New York
$473K +$520K +12,384 New
LD
320
Lipe & Dalton
New York
$471K – – –
ECM
321
ExodusPoint Capital Management
New York
$470K +$217K +5,177 +72%
Vanguard Personalized Indexing Management
322
Vanguard Personalized Indexing Management
California
$469K -$106K -2,533 -17%
KCPG
323
Kavar Capital Partners Group
Kansas
$469K -$66.6K -1,586 -11%
CAG
324
Csenge Advisory Group
Florida
$467K -$6.64K -158 -1%
TCA
325
Transcend Capital Advisors
New Jersey
$452K -$4.41K -105 -0.9%