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Name Holding Trade Value Shares
Change
Change in
Stake
S
426
Seeyond
France
$833K -$897K -22,698 -54%
NP
427
Ninepoint Partners
Ontario, Canada
$818K +$16.9K +429 +2%
MFGM
428
Marshall Financial Group (Maryland)
Maryland
$797K +$281K +7,111 +63%
RIA
429
Regal Investment Advisors
Michigan
$794K +$54.8K +1,386 +8%
NSIM
430
North Star Investment Management
Illinois
$791K +$3.4K +86 +0.5%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$790K +$125K +3,165 +21%
AssetMark Inc
432
AssetMark Inc
California
$786K +$596K +15,097 +488%
RC
433
Resolution Capital
Australia
$784K
BL
434
Balentine LLC
Georgia
$780K -$277K -7,017 -28%
IB
435
Intrust Bank
Kansas
$777K -$19.8K -501 -3%
LA
436
Lakeside Advisors
Washington
$774K
MG
437
Mather Group
Illinois
$768K +$7.43K +188 +1%
LPIC
438
LeJeune Puetz Investment Counsel
Michigan
$764K
BONH
439
Bank of New Hampshire
New Hampshire
$763K -$31.2K -790 -4%
DADC
440
D.A. Davidson & Co
Montana
$762K +$24.4K +618 +4%
AF
441
Allworth Financial
California
$758K +$164K +4,151 +31%
AAS
442
Avantax Advisory Services
Texas
$743K +$55K +1,391 +9%
ISL
443
Ingalls & Snyder LLC
New York
$741K -$34.3K -868 -5%
CTC
444
Central Trust Company
Missouri
$736K -$15.6K -396 -2%
WSCM
445
Wellington Shields Capital Management
New York
$735K -$277K -7,000 -29%
PA
446
Pinnacle Associates
New York
$727K +$129K +3,269 +24%
HIC
447
Hartline Investment Corp
Illinois
$726K +$663K +16,793 New
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$724K -$232K -5,860 -26%
SC
449
Steph & Co
Wisconsin
$724K +$79.2K +2,005 +14%
WJA
450
Willis Johnson & Associates
Texas
$722K +$660K +16,712 New