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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
501
Vontobel Holding
Switzerland
$222K +$652 +2 +0.3%
MAS
502
Meeder Advisory Services
Ohio
$221K -$4.24K -13 -2%
PVM
503
Palogic Value Management
Texas
$221K +$18.3K +56 +9%
AIP
504
Ameritas Investment Partners
Nebraska
$220K
EP
505
Essential Partners
California
$220K +$216K +662 New
FPAS
506
Focus Partners Advisor Solutions
Missouri
$214K -$41.7K -128 -17%
AIM
507
Anchor Investment Management
South Carolina
$214K -$40.8K -125 -16%
FCBT
508
First Citizens Bank & Trust
North Carolina
$214K -$61.3K -188 -23%
CAM
509
Cresset Asset Management
Illinois
$214K -$78.9K -242 -27%
DWM
510
Dakota Wealth Management
Florida
$212K +$978 +3 +0.5%
DLA
511
Douglas Lane & Associates
New York
$211K -$102K -313 -33%
IC
512
Iconiq Capital
California
$210K +$206K +633 New
FTWA
513
Fifth Third Wealth Advisors
Ohio
$208K -$11.4K -35 -5%
CFO
514
Callan Family Office
Pennsylvania
$206K +$203K +621 New
MW
515
MBL Wealth
North Carolina
$205K -$146K -449 -42%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$205K +$201K +617 New
DC
517
Davenport & Co
Virginia
$203K +$326 +1 +0.2%
PCA
518
Pallas Capital Advisors
Massachusetts
$201K +$197K +605 New
EAM
519
Erste Asset Management
Austria
$196K +$196K +600 New
CI
520
CX Institutional
Indiana
$183K +$33.6K +103 +23%
FFA
521
Farther Finance Advisors
California
$174K -$28K -86 -14%
HT
522
Headlands Technologies
Illinois
$167K +$141K +431 +599%
AF
523
Aviso Financial
Ontario, Canada
$145K +$7.17K +22 +5%
YDMI
524
Y.D. More Investments
Israel
$132K -$25.4K -78 -16%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$128K +$978 +3 +0.8%