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Name Holding Trade Value Shares
Change
Change in
Stake
IFM
801
ION Fund Management
$1.57M +$1.44M +3,085 New
BC
802
Bowman & Company
Wisconsin
$1.57M +$50K +107 +4%
BP
803
BBR Partners
New York
$1.56M -$7.95K -17 -0.6%
GM
804
GeoWealth Management
Illinois
$1.56M -$63.6K -136 -4%
Wilmington Savings Fund Society
805
Wilmington Savings Fund Society
Delaware
$1.55M – – –
TA
806
TCM Advisors
West Virginia
$1.53M – – –
UBS O'Connor
807
UBS O'Connor
Illinois
$1.53M +$1.4M +3,000 New
IC
808
Inscription Capital
Texas
$1.53M -$220K -471 -14%
Oppenheimer Asset Management
809
Oppenheimer Asset Management
New York
$1.52M +$154K +330 +12%
FineMark National Bank & Trust
810
FineMark National Bank & Trust
Florida
$1.52M -$160K -342 -10%
GA
811
GoalVest Advisory
New York
$1.51M – – –
ISWM
812
Independent Solutions Wealth Management
New York
$1.5M -$9.35K -20 -0.7%
SG
813
Sienna Gestion
France
$1.49M -$651K -1,393 -32%
FCA
814
FLC Capital Advisors
California
$1.49M – – –
NP
815
Nilsine Partners
Colorado
$1.49M -$23.4K -50 -2%
Bradley Foster & Sargent
816
Bradley Foster & Sargent
Connecticut
$1.49M -$3.74K -8 -0.3%
Vaughan Nelson Investment Management
817
Vaughan Nelson Investment Management
Texas
$1.49M -$2.67M -5,715 -66%
WA
818
Wealth Alliance
New York
$1.49M +$51.9K +111 +4%
VSQM
819
V-Square Quantitative Management
Illinois
$1.48M +$1.36M +2,905 New
IAS
820
Investment Advisory Services
Texas
$1.48M +$467 +1 +0%
A
821
AlphaQuest
New York
$1.48M +$674K +1,442 +100%
BHPW
822
Beverly Hills Private Wealth
California
$1.47M +$857K +1,833 +174%
TCP
823
TMB Capital Partners
Arkansas
$1.46M +$1.34M +2,860 New
SA
824
Sylvest Advisors
Texas
$1.46M -$151K -323 -10%
Crestwood Advisors Group
825
Crestwood Advisors Group
Massachusetts
$1.46M +$147K +315 +12%