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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
751
Corient Capital Partners
California
$992K +$426K +3,096 +75%
OWD
752
Osborn Williams & Donohoe
Ohio
$972K +$688K +5,000 +238%
APA
753
American Portfolios Advisors
New York
$968K -$98.2K -714 -9%
AAP
754
Aristotle Atlantic Partners
Florida
$965K +$969K +7,042 New
JWS
755
Juncture Wealth Strategies
Arizona
$957K -$195K -1,420 -17%
DIM
756
DC Investments Management
Virginia
$953K +$957K +6,955 New
IA
757
Icon Advisers
Colorado
$953K +$957K +6,960 New
GCP
758
GSA Capital Partners
United Kingdom
$952K -$1.38M -10,030 -59%
LOAME
759
Lombard Odier Asset Management (Europe)
United Kingdom
$952K
Acadian Asset Management
760
Acadian Asset Management
Massachusetts
$941K -$14.6M -106,322 -94%
FQ
761
First Quadrant
California
$937K -$7.48M -54,381 -89%
FA
762
FDx Advisors
Illinois
$924K -$1.41M -10,274 -60%
OSIA
763
O'Shares Investment Advisers
Massachusetts
$914K +$917K +6,670 New
FT
764
Fiduciary Trust
Massachusetts
$912K +$52.3K +380 +6%
CBT
765
Capital Bank & Trust
California
$912K +$94.1K +684 +11%
VR
766
Viridian RIA
Washington
$911K -$78.8K -573 -8%
DAS
767
Dynamic Advisor Solutions
Arizona
$911K +$395K +2,873 +90%
EDRH
768
Edmond de Rothschild Holding
Switzerland
$910K +$113K +823 +14%
AAS
769
Avantax Advisory Services
Texas
$910K +$914K +6,647 New
FBT
770
First Bank & Trust
South Dakota
$907K -$129K -940 -12%
BWM
771
Bernicke Wealth Management
Wisconsin
$907K +$28.6K +208 +3%
SBH
772
Segall Bryant & Hamill
Illinois
$904K +$85.3K +620 +10%
FFA
773
First Foundation Advisors
California
$901K +$725K +5,269 +402%
BWAM
774
Boyd Watterson Asset Management
Ohio
$899K +$500K +3,632 +124%
1WA
775
180 Wealth Advisors
Washington
$896K