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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Congress Wealth Management
Massachusetts
$510K +$536K +2,000 New
GC
502
Guggenheim Capital
Illinois
$509K +$81.2K +303 +18%
DC
503
Davenport & Co
Virginia
$503K +$16.9K +63 +3%
MYAM
504
Meiji Yasuda Asset Management
Japan
$493K -$5.89K -22 -1%
HAG
505
HighPoint Advisor Group
Illinois
$491K +$35.6K +133 +7%
First Manhattan
506
First Manhattan
New York
$491K
MCM
507
Manchester Capital Management
Vermont
$487K -$268 -1 -0.1%
VT
508
Vise Technologies
New York
$487K +$242K +902 +89%
TTWM
509
TCV Trust & Wealth Management
Virginia
$484K +$80.4K +300 +19%
DAM
510
Deltec Asset Management
New York
$484K +$509K +1,900 New
SIA
511
Sit Investment Associates
Minnesota
$479K -$255K -950 -34%
WTA
512
Washington Trust Advisors
Massachusetts
$479K
EA
513
Everpar Advisors
Oklahoma
$475K -$1.34K -5 -0.3%
IAA
514
Independent Advisor Alliance
North Carolina
$474K +$184K +685 +58%
VF
515
Virtu Financial
New York
$472K -$2.05M -7,666 -81%
CPCPP
516
Canada Post Corporation Pension Plan
Canada
$470K +$494K +1,845 New
MSA
517
MUFG Securities Americas
New York
$466K +$490K +1,830 New
VSQM
518
V-Square Quantitative Management
Illinois
$460K +$32.2K +120 +7%
RRCM
519
Rappaport Reiches Capital Management
Illinois
$453K
CCWM
520
Correct Capital Wealth Management
Missouri
$446K
AO
521
Advisor OS
Illinois
$441K -$398K -1,487 -46%
CCM
522
Coldstream Capital Management
Washington
$439K -$38.6K -144 -8%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$438K -$26.5K -99 -5%
HPC
524
HM Payson & Co
Maine
$437K -$1.34K -5 -0.3%
SC
525
Syon Capital
California
$437K +$82K +306 +22%