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Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$970K +$144K +1,194 +15%
VA
377
Vident Advisory
Georgia
$955K +$198K +1,645 +23%
DT
378
Diversified Trust
Tennessee
$951K -$361 -3 -0%
CAS
379
CTC Alternative Strategies
Illinois
$947K +$1.05M +8,705 New
SA
380
Sanctuary Advisors
Indiana
$947K +$863K +7,165 New
WFC
381
Western Financial Corp
California
$943K +$47.9K +398 +5%
Group One Trading
382
Group One Trading
Illinois
$920K +$112K +933 +12%
BC
383
Bridgefront Capital
Texas
$892K +$988K +8,201 New
ARG
384
Advisory Resource Group
Oklahoma
$875K +$95.3K +791 +11%
Corient Private Wealth
385
Corient Private Wealth
Florida
$863K -$65.6K -545 -6%
TAM
386
Titleist Asset Management
Texas
$824K +$120 +1 +0%
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$810K +$148K +1,230 +20%
LAM
388
LECAP Asset Management
United Kingdom
$792K +$65.2K +541 +8%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$767K -$3.91M -32,494 -82%
Vontobel Holding
390
Vontobel Holding
Switzerland
$766K +$22K +183 +3%
LNWWM
391
Laird Norton Wetherby Wealth Management
California
$760K -$87.2K -724 -9%
Lazard Asset Management
392
Lazard Asset Management
New York
$751K +$557K +4,620 +202%
RWP
393
RWA Wealth Partners
Massachusetts
$739K
SW
394
SVB Wealth
Massachusetts
$738K -$601K -4,986 -42%
RWA
395
Redhawk Wealth Advisors
Minnesota
$733K -$126K -1,047 -13%
EF
396
Empowered Funds
Pennsylvania
$716K +$102K +846 +15%
GIA
397
Guyasuta Investment Advisors
Pennsylvania
$711K
AC
398
Avestar Capital
New York
$708K -$2.41K -20 -0.3%
UM
399
UniSuper Management
Australia
$707K +$337K +2,800 +76%
VSQM
400
V-Square Quantitative Management
Illinois
$704K +$371K +3,083 +91%