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Name Holding Trade Value Shares
Change
Change in
Stake
SP
551
Stonebrook Private
Michigan
$572K +$335K +4,106 +96%
VFA
552
Valeo Financial Advisors
Indiana
$566K -$103K -1,267 -13%
BPA
553
Beacon Pointe Advisors
California
$564K -$785K -9,621 -54%
AAMU
554
APG Asset Management US
New York
$557K
CCFM
555
Clear Creek Financial Management
Washington
$547K -$3.35K -41 -0.5%
SCA
556
Snowden Capital Advisors
New York
$544K -$16.1K -197 -2%
VIS
557
Vega Investment Solutions
France
$542K +$6.28K +77 +1%
MYIA
558
Mount Yale Investment Advisors
Colorado
$541K -$103K -1,257 -14%
EFG
559
Ethos Financial Group
Pennsylvania
$539K
VA
560
Vident Advisory
Georgia
$530K +$207K +2,538 +49%
SFA
561
Sequoia Financial Advisors
Ohio
$523K -$67.3K -825 -10%
ACM
562
Allred Capital Management
Texas
$513K +$317K +3,886 +107%
CFO
563
Callan Family Office
Pennsylvania
$505K +$353K +4,328 +141%
BOH
564
Bank of Hawaii
Hawaii
$501K
GI
565
GAMMA Investing
California
$500K -$76.7K -940 -11%
UWS
566
Unique Wealth Strategies
Illinois
$499K +$596K +7,309 New
Focus Partners Wealth
567
Focus Partners Wealth
Massachusetts
$493K +$68.6K +841 +13%
GT
568
Glenmede Trust
Pennsylvania
$492K +$91.2K +1,118 +18%
AAM
569
Alken Asset Management
United Kingdom
$492K -$228K -2,800 -28%
FT
570
Fiduciary Trust
Massachusetts
$489K +$42.2K +517 +8%
QCG
571
Quadrant Capital Group
Ohio
$488K +$321K +3,933 +122%
BC
572
Bowman & Company
Wisconsin
$482K +$125K +1,535 +28%
A
573
AlphaQuest
New York
$481K -$91.4K -1,120 -14%
VI
574
Vestcor Inc
New Brunswick, Canada
$481K -$717K -8,784 -55%
FTWA
575
Fifth Third Wealth Advisors
Ohio
$481K +$74.1K +908 +15%