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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$521K +$21.8K +589 +5%
MWPCG
327
Measured Wealth Private Client Group
New Hampshire
$520K -$20.4K -552 -4%
IWC
328
Integrated Wealth Concepts
Massachusetts
$520K -$53.9K -1,457 -10%
LAM
329
Lingohr Asset Management
Germany
$517K +$495K +13,379 New
KNW
330
Kesler Norman & Wride
Utah
$517K +$18.9K +511 +4%
PPW
331
Parcion Private Wealth
Washington
$512K -$7.03K -190 -1%
SC
332
Savant Capital
Illinois
$509K -$14.7K -397 -3%
TLFA
333
True Link Financial Advisors
California
$490K
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$488K +$9.85K +266 +2%
Allspring Global Investments
335
Allspring Global Investments
North Carolina
$475K -$112K -3,036 -20%
SI
336
Stephens Inc
Arkansas
$472K -$66.8K -1,804 -13%
Lazard Asset Management
337
Lazard Asset Management
New York
$460K +$83.9K +2,266 +23%
AA
338
ALPS Advisors
Colorado
$459K
CCM
339
Coldstream Capital Management
Washington
$459K -$37.3K -1,009 -8%
JIC
340
Johnson Investment Counsel
Ohio
$455K
HAIM
341
Hunter Associates Investment Management
Pennsylvania
$453K
SI
342
Sapience Investments
California
$453K -$135K -3,650 -24%
VWM
343
Venturi Wealth Management
Texas
$452K +$436K +11,773 New
AA
344
Ancora Advisors
Ohio
$449K -$175K -4,728 -29%
LBC
345
Lowe Brockenbrough & Co
Virginia
$426K -$4.92K -133 -1%
AWM
346
Avior Wealth Management
Nebraska
$422K -$35.5K -958 -8%
RWM
347
Ritholtz Wealth Management
New York
$417K +$179K +4,842 +81%
GC
348
Guggenheim Capital
Illinois
$416K +$50.2K +1,356 +14%
AF
349
Allworth Financial
California
$410K +$121K +3,273 +55%
GRP
350
Global Retirement Partners
California
$409K -$4.52K -122 -1%