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Name Holding Trade Value Shares
Change
Change in
Stake
DP
201
Dundas Partners
United Kingdom
$404K +$445K +4,281 New
AL
202
Aspiriant LLC
California
$399K -$13K -125 -3%
MM
203
MQS Management
New York
$384K +$423K +4,070 New
CFGS
204
Concourse Financial Group Securities
Alabama
$379K +$111K +1,065 +36%
TI
205
Tidal Investments
Wisconsin
$370K +$51.3K +494 +14%
Vanguard Personalized Indexing Management
206
Vanguard Personalized Indexing Management
California
$362K +$19.2K +185 +5%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$360K +$28K +270 +8%
CGH
208
Crossmark Global Holdings
Texas
$349K -$40.3K -388 -10%
SC
209
Savant Capital
Illinois
$346K +$35.5K +342 +10%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$340K +$91.3K +879 +32%
MML Investors Services
211
MML Investors Services
Massachusetts
$334K -$18.3K -176 -5%
AA
212
ALPS Advisors
Colorado
$330K -$2.29K -22 -0.6%
NCFG
213
New Century Financial Group
New Jersey
$321K +$353K +3,401 New
GI
214
GAMCO Investors
Connecticut
$317K -$4.15K -40 -1%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$309K -$41.3K -398 -11%
WJWM
216
Williams Jones Wealth Management
New York
$303K -$6.02K -58 -2%
Truist Financial
217
Truist Financial
North Carolina
$302K -$13.3K -128 -4%
URS
218
Utah Retirement Systems
Utah
$288K -$10.4K -100 -3%
PAM
219
Panagora Asset Management
Massachusetts
$266K
VF
220
Virtu Financial
New York
$259K +$59.8K +576 +27%
ProShare Advisors
221
ProShare Advisors
Maryland
$253K -$9.04K -87 -3%
CCM
222
Coldstream Capital Management
Washington
$242K -$1.35K -13 -0.5%
EI
223
Ellevest Inc
New York
$234K +$57.8K +557 +29%
CFG
224
Cooper Financial Group
California
$229K -$727 -7 -0.3%
JCIA
225
Jackson Creek Investment Advisors
Colorado
$228K -$151K -1,453 -38%