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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
401
Meeder Advisory Services
Ohio
$465K +$16.3K +51 +3%
FPAS
402
Focus Partners Advisor Solutions
Missouri
$461K +$507K +1,583 New
CPIG
403
Chicago Partners Investment Group
Illinois
$461K +$55.4K +173 +14%
CL
404
Choreo LLC
Illinois
$449K +$186K +581 +60%
FHC
405
First Horizon Corporation
Tennessee
$448K -$78.8K -246 -14%
WAM
406
Watershed Asset Management
California
$446K +$24.3K +76 +5%
OF
407
Optimize Financial
California
$441K +$22.1K +69 +5%
William Blair & Company
408
William Blair & Company
Illinois
$441K +$99.6K +311 +26%
YLHM
409
Yelin Lapidot Holdings Management
Israel
$436K
LNWTC
410
Laird Norton Wetherby Trust Company
Washington
$434K +$8.65K +27 +2%
MFS
411
Mirabella Financial Services
United Kingdom
$427K +$470K +1,469 New
JG
412
Jain Global
New York
$424K +$466K +1,456 New
TPCW
413
TD Private Client Wealth
New York
$421K -$48K -150 -9%
BC
414
Burney Company
Virginia
$419K -$1.6K -5 -0.3%
AT
415
American Trust
Kentucky
$416K -$154K -480 -25%
Jacobs Levy Equity Management
416
Jacobs Levy Equity Management
New Jersey
$415K -$59.2K -185 -11%
IWC
417
Integrated Wealth Concepts
Massachusetts
$413K +$455K +1,420 New
BCI
418
Brinker Capital Investments
Pennsylvania
$413K -$306K -955 -40%
BJL
419
Brighton Jones LLC
Washington
$411K +$453K +1,413 New
MCM
420
Marathon Capital Management
Maryland
$395K +$70.5K +220 +19%
CCM
421
Coldstream Capital Management
Washington
$394K +$169K +529 +64%
BHC
422
Bull Harbor Capital
Maryland
$392K +$431K +1,346 New
SC
423
Syon Capital
California
$387K +$13.1K +41 +3%
SDIC
424
South Dakota Investment Council
South Dakota
$383K -$76.9K -240 -15%
GT
425
Greenleaf Trust
Michigan
$382K -$47.4K -148 -10%