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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
301
Bar Harbor Wealth Management
New Hampshire
$371K
ETC
302
Exchange Traded Concepts
Oklahoma
$363K +$359K +805 New
Creative Planning
303
Creative Planning
Kansas
$361K -$109K -244 -23%
GC
304
Grimes & Company
Massachusetts
$361K
M&T Bank
305
M&T Bank
New York
$357K -$74.1K -166 -17%
VIA
306
Vident Investment Advisory
Georgia
$355K +$351K +786 New
PCS
307
Personal CFO Solutions
New Jersey
$346K +$45.5K +102 +15%
HCM
308
Hengehold Capital Management
Ohio
$344K -$2.68K -6 -0.8%
CWM
309
Chesapeake Wealth Management
Virginia
$341K +$338K +757 New
QI
310
Qtron Investments
Massachusetts
$335K
SAM
311
Strategy Asset Managers
California
$334K +$43.3K +97 +15%
SFM
312
Systematic Financial Management
New Jersey
$332K -$132K -295 -29%
VAS
313
Vestmark Advisory Solutions
Massachusetts
$332K +$37.1K +83 +13%
JIM
314
Jupiter Investment Management
United Kingdom
$314K
ML
315
McAdam LLC
Pennsylvania
$312K +$4.91K +11 +2%
PTC
316
Private Trust Company
Ohio
$309K +$3.57K +8 +1%
TSS
317
Two Sigma Securities
New York
$308K +$305K +683 New
GHA
318
GW Henssler & Associates
Georgia
$301K +$298K +668 New
Macquarie Group
319
Macquarie Group
Australia
$295K -$20.5K -46 -7%
AP
320
Advisor Partners
California
$293K +$17K +38 +6%
WAM
321
World Asset Management
Michigan
$288K -$4.02K -9 -1%
GIA
322
Granite Investment Advisors
New Hampshire
$286K +$24.6K +55 +9%
MIP
323
Marietta Investment Partners
Wisconsin
$281K +$278K +623 New
JWCA
324
J.W. Coons Advisors
Ohio
$276K -$44.6K -100 -14%
OR
325
Olympiad Research
Connecticut
$274K +$65.2K +146 +32%