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Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Glenmede Trust
Pennsylvania
$767K +$86.5K +1,348 +12%
DT
277
Diversified Trust
Tennessee
$761K +$18.8K +293 +2%
BCM
278
Brookstone Capital Management
Illinois
$739K +$52.5K +818 +7%
CAM
279
Cresset Asset Management
Illinois
$732K -$208K -3,234 -21%
JF
280
Jump Financial
Illinois
$713K -$736K -11,476 -49%
PAMS
281
Pictet Asset Management (Switzerland)
Switzerland
$709K +$46.1K +718 +6%
Two Sigma Investments
282
Two Sigma Investments
New York
$708K -$374K -5,834 -33%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$704K -$25.9K -404 -3%
DBRC
284
D.B. Root & Company
Pennsylvania
$685K -$12.8K -200 -2%
CFGS
285
Concourse Financial Group Securities
Alabama
$673K -$30.5K -475 -4%
LF
286
Lantz Financial
Illinois
$659K
VBFP
287
Valtinson Bruner Financial Planning
Minnesota
$652K
RT
288
Rockland Trust
Massachusetts
$640K
Vontobel Holding
289
Vontobel Holding
Switzerland
$636K -$58.8K -917 -8%
Arrowstreet Capital
290
Arrowstreet Capital
Massachusetts
$617K +$660K +10,284 New
AFM
291
Abbot Financial Management
Massachusetts
$614K
V
292
Veritable
Delaware
$609K
SIA
293
SkyView Investment Advisors
New Jersey
$609K +$111K +1,725 +20%
CA
294
CGN Advisors
Kansas
$602K
CW
295
Connectus Wealth
Ohio
$600K -$774K -12,062 -55%
AIA
296
Alera Investment Advisors
Illinois
$592K +$13.7K +213 +2%
KFP
297
KB Financial Partners
New Jersey
$579K +$113K +1,757 +22%
API
298
Advisor Partners II
California
$568K +$608K +9,472 New
GAG
299
Goodman Advisory Group
Massachusetts
$555K +$594K +9,257 New
KAS
300
Kestra Advisory Services
Texas
$543K -$65.3K -1,017 -10%