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Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
Patten & Patten
Tennessee
$757K -$729 -4 -0.1%
YIH
502
Y-Intercept (HK)
Hong Kong
$757K +$269K +1,476 +60%
IAS
503
Insigneo Advisory Services
Florida
$754K +$180K +986 +33%
PMA
504
Prudent Man Advisors
Illinois
$751K -$148K -810 -17%
AOI
505
Auto-Owners Insurance
Michigan
$748K
CWM
506
Congress Wealth Management
Massachusetts
$745K +$390K +2,140 +123%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$745K -$2.55K -14 -0.4%
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
$745K +$708K +3,883 New
DC
509
Davenport & Co
Virginia
$744K +$11.8K +65 +2%
LFA
510
Legacy Financial Advisors
Kentucky
$737K +$9.47K +52 +1%
NHT
511
New Hampshire Trust
New Hampshire
$736K -$45.6K -250 -6%
S
512
SignatureFD
Georgia
$728K +$1.46K +8 +0.2%
BFS
513
Bradley Foster & Sargent
Connecticut
$727K +$228K +1,250 +49%
SRL
514
Scientech Research LLC
New Jersey
$721K +$685K +3,761 New
MCM
515
MAI Capital Management
Ohio
$719K -$125K -688 -15%
GCM
516
Greenland Capital Management
New York
$719K +$683K +3,750 New
BFG
517
Bleakley Financial Group
New Jersey
$719K -$1.27K -7 -0.2%
P
518
Pitcairn
Pennsylvania
$705K -$146K -801 -18%
WA
519
Wealth Alliance
New York
$703K +$729 +4 +0.1%
VSQM
520
V-Square Quantitative Management
Illinois
$699K +$107K +586 +19%
JFG
521
Jefferies Financial Group
New York
$696K +$661K +3,628 New
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$693K +$5.1K +28 +0.8%
PFC
523
Phocas Financial Corp
California
$693K
SEC
524
Seven Eight Capital
New York
$687K -$200K -1,100 -23%
EI
525
Ecofi Investissements
France
$683K -$8.38M -46,000 -91%