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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
301
KeyBank National Association
Ohio
$295K +$272K +5,265 New
CAM
302
Cresset Asset Management
Illinois
$291K +$3.15K +61 +1%
MFG
303
Magnus Financial Group
New York
$290K
CCM
304
Coldstream Capital Management
Washington
$287K +$6.36K +123 +2%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$280K +$61.7K +1,193 +32%
BFM
306
Boothbay Fund Management
New York
$280K +$259K +5,000 New
IB
307
Intrust Bank
Kansas
$275K -$3.62K -70 -1%
RWB
308
RMR Wealth Builders
New Jersey
$269K +$248K +4,803 New
DACG
309
Donor Advised Charitable Giving
California
$268K
ECM
310
ExodusPoint Capital Management
New York
$267K +$247K +4,770 New
ACM
311
AlphaCrest Capital Management
New York
$256K -$695K -13,433 -75%
WAM
312
Wealthspire Advisors (Maryland)
Maryland
$248K -$33.9K -655 -13%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$246K -$58.8K -1,136 -21%
VF
314
Virtu Financial
New York
$245K +$226K +4,378 New
SM
315
Sciencast Management
New Jersey
$244K +$228K +4,400 New
FHA
316
Flagship Harbor Advisors
Massachusetts
$242K -$2.59K -50 -1%
CT
317
Caldwell Trust
Florida
$241K +$222K +4,300 New
IFWM
318
Institute for Wealth Management
Colorado
$239K
DCM
319
Driehaus Capital Management
Illinois
$238K +$220K +4,250 New
PAG
320
Private Advisor Group
New Jersey
$234K -$133K -2,579 -38%
ECM
321
ETrade Capital Management
Virginia
$234K -$29.6K -572 -12%
CCG
322
Chatham Capital Group
Georgia
$233K
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
$228K +$210K +4,062 New
CI
324
Cigna Investments
Connecticut
$227K -$27.7K -536 -11%
AWM
325
Argent Wealth Management
Massachusetts
$219K +$202K +3,908 New