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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
626
Vestmark Advisory Solutions
Massachusetts
$282K -$143K -1,741 -34%
KFP
627
KB Financial Partners
New Jersey
$278K +$27.3K +333 +11%
GIA
628
Gladstone Institutional Advisory
Florida
$273K -$27.7K -338 -9%
LC
629
Lindbrook Capital
California
$272K +$6.32K +77 +2%
AI
630
AXS Investments
New York
$270K -$506K -6,170 -66%
William Blair Investment Management
631
William Blair Investment Management
Illinois
$270K +$33.4K +407 +15%
SA
632
Syntax Advisors
New York
$263K -$129K -1,575 -34%
VCG
633
Vantage Consulting Group
Virginia
$263K -$129K -1,575 -34%
PSUF
634
People's United Financial
Connecticut
$262K -$11.2K -136 -4%
CGL
635
Clarius Group LLC
Washington
$261K
BF
636
BOK Financial
Oklahoma
$261K +$3.61K +44 +1%
RCA
637
Resonant Capital Advisors
Wisconsin
$261K +$17.8K +217 +8%
BS
638
Boenning & Scattergood
Pennsylvania
$259K +$5.58K +68 +2%
AIA
639
Avalon Investment & Advisory
Texas
$256K +$250K +3,045 New
OIA
640
Optimum Investment Advisors
Illinois
$253K
CT
641
Caldwell Trust
Florida
$253K
WT
642
Whittier Trust
California
$251K +$10.3K +125 +4%
1WA
643
180 Wealth Advisors
Washington
$250K -$2.3K -28 -1%
SC
644
Scotia Capital
Ontario, Canada
$249K +$243K +2,957 New
PCM
645
Penserra Capital Management
California
$248K -$6.15K -75 -2%
EP
646
Edgestream Partners
New Jersey
$246K +$240K +2,926 New
CG
647
Caprock Group
Idaho
$245K +$239K +2,908 New
SFCL
648
Strengthening Families & Communities LLC
Massachusetts
$244K +$232K +2,830 +4,224%
DWM
649
Darwin Wealth Management
Florida
$244K +$238K +2,898 New
IFG
650
Independent Financial Group
California
$241K -$10.3K -125 -4%