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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$239K +$112K +4,074 +82%
LAM
452
Longboard Asset Management
Arizona
$239K
PA
453
Parallel Advisors
California
$237K -$4.25K -155 -2%
SAM
454
Shell Asset Management
Netherlands
$236K
CWM
455
Congress Wealth Management
Massachusetts
$234K +$164 +6 +0.1%
William Blair & Company
456
William Blair & Company
Illinois
$233K +$32.9K +1,201 +16%
CPIG
457
Chicago Partners Investment Group
Illinois
$233K +$229K +8,375 New
CAS
458
Coppell Advisory Solutions
Texas
$229K -$8.03K -293 -38%
Flossbach Von Storch
459
Flossbach Von Storch
Germany
$229K +$236K +8,610 New
FWIA
460
Fort Washington Investment Advisors
Ohio
$225K +$233K +8,493 New
GEM
461
Global Endowment Management
North Carolina
$224K -$256K -9,354 -53%
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$223K -$59.3K -2,166 -20%
CAM
463
Claret Asset Management
Quebec, Canada
$216K -$28.6K -1,044 -11%
LS
464
Livforsakringsbolaget Skandia
Sweden
$213K
CFO
465
Callan Family Office
Pennsylvania
$213K +$220K +8,018 New
SWP
466
Sagespring Wealth Partners
Tennessee
$212K +$219K +7,998 New
A
467
AlphaQuest
New York
$211K -$940K -34,318 -81%
SCA
468
Snowden Capital Advisors
New York
$209K +$216K +7,871 New
HI
469
Horizon Investments
North Carolina
$207K -$6.85K -250 -3%
GLA
470
Great Lakes Advisors
Illinois
$205K +$212K +7,743 New
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$200K -$50.9K -1,856 -20%
GM
472
GeoWealth Management
Illinois
$195K +$30.4K +1,111 +18%
SDIC
473
South Dakota Investment Council
South Dakota
$191K
HPC
474
HM Payson & Co
Maine
$188K -$43.8K -1,600 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$172K +$177K +6,466 New