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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
551
Vestmark Advisory Solutions
Massachusetts
$820K -$293K -1,584 -22%
CCM
552
Coldstream Capital Management
Washington
$811K +$179K +971 +22%
CL
553
Choreo LLC
Illinois
$810K -$601K -3,250 -38%
AIC
554
Argus Investors Counsel
New York
$803K -$188K -1,016 -16%
PS
555
Principal Securities
Iowa
$799K -$11.8K -64 -1%
VanEck Associates
556
VanEck Associates
New York
$797K -$302K -1,636 -24%
VT
557
Vise Technologies
New York
$796K
CCM
558
Cinctive Capital Management
New York
$791K +$974K +5,270 New
GLR
559
Great Lakes Retirement
Ohio
$783K -$31.4K -170 -3%
CAM
560
Cresset Asset Management
Illinois
$775K +$236K +1,276 +33%
DTL
561
Dynamic Technology Lab
Singapore
$773K +$951K +5,147 New
KeyBank National Association
562
KeyBank National Association
Ohio
$756K -$23.7K -128 -2%
AWM
563
Apollon Wealth Management
South Carolina
$753K -$348K -1,881 -27%
FCM
564
Fieldview Capital Management
Michigan
$735K -$2.25M -12,187 -71%
SVWAG
565
Sound View Wealth Advisors Group
Georgia
$731K +$42.3K +229 +5%
Envestnet Portfolio Solutions
566
Envestnet Portfolio Solutions
Illinois
$729K -$406K -2,195 -31%
EA
567
Emerald Advisers
Pennsylvania
$726K
OAM
568
Oppenheimer Asset Management
New York
$725K +$280K +1,513 +46%
PWP
569
Private Wealth Partners
California
$722K +$889K +4,810 New
AI
570
AXS Investments
New York
$722K -$116K -630 -12%
Lazard Asset Management
571
Lazard Asset Management
New York
$714K -$1.52M -8,200 -63%
GI
572
GAMMA Investing
California
$714K -$116K -630 -12%
CCM
573
CloudAlpha Capital Management
Hong Kong
$706K +$868K +4,700 New
EWM
574
EPG Wealth Management
Georgia
$699K +$24.4K +132 +3%
Northwestern Mutual Wealth Management
575
Northwestern Mutual Wealth Management
Wisconsin
$694K +$100K +543 +13%