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Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
551
Pillar Pacific Capital Management
California
$208K -$22.5K -215 -11%
FSA
552
Franklin Street Advisors
North Carolina
$207K +$190K +1,816 New
VAS
553
Vestmark Advisory Solutions
Massachusetts
$206K -$20.3K -194 -10%
AAP
554
Arax Advisory Partners
Colorado
$205K
GC
555
Grimes & Company
Massachusetts
$205K +$188K +1,797 New
SQA
556
Simon Quick Advisors
New Jersey
$204K +$187K +1,790 New
TCOV
557
Trust Company of Vermont
Vermont
$203K
DADC
558
D.A. Davidson & Co
Montana
$200K -$25.7K -246 -12%
HAG
559
HighPoint Advisor Group
Illinois
$200K -$13.3K -127 -7%
BAM
560
Belpointe Asset Management
Nevada
$191K +$15.8K +151 +10%
CA
561
Crewe Advisors
Utah
$187K -$246K -2,347 -59%
JIR
562
James Investment Research
Ohio
$182K
EDRH
563
Edmond de Rothschild Holding
Switzerland
$179K
EW
564
Evoke Wealth
California
$171K +$157K +1,501 New
Rockefeller Capital Management
565
Rockefeller Capital Management
New York
$155K +$96.5K +922 +212%
BBHC
566
Brown Brothers Harriman & Co
New York
$146K +$118K +1,130 +779%
CAW
567
Cornerstone Advisors (Washington)
Washington
$145K -$60.3K -576 -31%
RA
568
Rational Advisors
New York
$144K -$949K -9,072 -88%
VFA
569
Valeo Financial Advisors
Indiana
$143K +$40.8K +390 +45%
FPFS
570
First Personal Financial Services
North Carolina
$140K
WTC
571
WhitTier Trust Company
Nevada
$137K
ASN
572
Advisory Services Network
Georgia
$133K
GRP
573
Global Retirement Partners
California
$133K +$32.2K +308 +36%
CFG
574
Citizens Financial Group
Rhode Island
$131K -$2.83K -27 -2%
GWM
575
Geneos Wealth Management
Colorado
$124K -$41.2K -394 -27%