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FirstService

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
176
PAX Financial Group
Texas
$593K -$46.8K -272 -8%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$570K +$77.9K +453 +17%
CAM
178
Cresset Asset Management
Illinois
$543K +$123K +718 +32%
FTDI
179
First Trust Direct Indexing
Massachusetts
$535K +$103K +602 +26%
HighTower Advisors
180
HighTower Advisors
Illinois
$533K +$16.8K +98 +3%
OWM
181
Orgel Wealth Management
Wisconsin
$523K
DC
182
Davenport & Co
Virginia
$521K -$27.3K -159 -5%
LNWWM
183
Laird Norton Wetherby Wealth Management
California
$507K -$12K -70 -2%
VI
184
Versor Investments
New York
$503K +$473K +2,754 New
CF
185
Centaurus Financial
California
$501K
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$490K
RJFSA
187
Raymond James Financial Services Advisors
Florida
$490K -$26.5K -154 -5%
TW
188
TritonPoint Wealth
Maryland
$463K -$49.2K -286 -10%
SAM
189
Shell Asset Management
Netherlands
$455K +$427K +2,486 New
SICM
190
Sustainable Insight Capital Management
New York
$454K +$427K +2,487 New
N
191
Numerai
California
$453K -$23.2K -135 -5%
NAM
192
NorthCrest Asset Manangement
Minnesota
$438K -$14.3K -83 -3%
Cerity Partners
193
Cerity Partners
New York
$425K +$44.9K +261 +13%
SCA
194
Snowden Capital Advisors
New York
$424K +$164K +955 +70%
RhumbLine Advisers
195
RhumbLine Advisers
Massachusetts
$423K
APWM
196
Argonautica Private Wealth Management
Massachusetts
$420K +$1.89K +11 +0.5%
YMRC
197
Yorktown Management & Research Company
Virginia
$420K
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$406K +$135K +787 +55%
DWM
199
Diversify Wealth Management
Utah
$392K -$42.5K -247 -10%
Mariner
200
Mariner
Kansas
$387K +$59.6K +347 +19%