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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
PRW Wealth Management
Massachusetts
$314K +$253K +5,985 New
QIM
677
Quest Investment Management
Oregon
$314K +$253K +5,990 New
S
678
SignatureFD
Georgia
$311K -$3.76K -89 -1%
TFCP
679
Twin Focus Capital Partners
Massachusetts
$311K +$250K +5,923 New
QCG
680
Quadrant Capital Group
Ohio
$308K -$158K -3,734 -39%
CIC
681
Carnegie Investment Counsel
Ohio
$307K -$46.9K -1,110 -16%
CLOS
682
Compagnie Lombard Odier SCmA
Switzerland
$304K -$156K -3,689 -39%
LSAG
683
Lake Street Advisors Group
New Hampshire
$303K +$244K +5,768 New
SWP
684
Stratos Wealth Partners
Ohio
$303K +$244K +5,777 New
VVP
685
Venture Visionary Partners
Ohio
$302K +$243K +5,758 New
IAA
686
Independent Advisor Alliance
North Carolina
$300K +$228K +5,387 New
CG
687
Caprock Group
Idaho
$298K -$59.4K -1,404 -20%
IC
688
Intersect Capital
California
$298K +$240K +5,684 New
CA
689
Commerzbank Aktiengesellschaft
Germany
$297K -$363K -8,583 -60%
Vanguard Personalized Indexing Management
690
Vanguard Personalized Indexing Management
California
$297K +$239K +5,665 New
SL
691
Stevard LLC
Illinois
$291K +$234K +5,541 New
FRM
692
Fox Run Management
Connecticut
$289K +$233K +5,518 New
EF
693
Empirical Finance
Pennsylvania
$287K +$231K +5,466 New
WAM
694
Wealthspire Advisors (Maryland)
Maryland
$286K +$231K +5,462 New
EDRH
695
Edmond de Rothschild Holding
Switzerland
$283K +$228K +5,387 New
Fayez Sarofim & Co
696
Fayez Sarofim & Co
Texas
$282K +$227K +5,378 New
Cerity Partners
697
Cerity Partners
New York
$281K +$226K +5,357 New
Rockefeller Capital Management
698
Rockefeller Capital Management
New York
$280K -$35.2K -833 -13%
BPA
699
Beacon Pointe Advisors
California
$279K +$225K +5,311 New
FTC
700
Farmers Trust Company
Ohio
$279K +$225K +5,333 New