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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
126
Pathstone Holdings
New Jersey
$663K +$56.2K +1,803 +9%
FIA
127
FNY Investment Advisers
New York
$646K +$655K +21,000 New
EI
128
Ethic Inc
New York
$633K +$158K +5,055 +33%
Citadel Advisors
129
Citadel Advisors
Florida
$588K -$1.01M -32,371 -63%
DCM
130
DGS Capital Management
New Jersey
$561K +$305K +9,795 +116%
AC
131
AlphaCore Capital
California
$554K -$76.4K -2,451 -12%
PAS
132
Park Avenue Securities
New York
$550K +$33.2K +1,066 +6%
Corient Private Wealth
133
Corient Private Wealth
Florida
$538K +$53.7K +1,724 +11%
IC
134
IEQ Capital
California
$527K +$38K +1,218 +8%
BCM
135
Barometer Capital Management
Ontario, Canada
$512K -$824K -26,437 -85%
VT
136
Vise Technologies
New York
$510K +$82.8K +2,656 +19%
BEI
137
Benjamin Edwards Inc
Missouri
$507K -$79.4K -2,547 -13%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$490K +$42.1K +1,350 +10%
LNWTC
139
Laird Norton Wetherby Trust Company
Washington
$488K +$494K +15,839 New
AIM
140
Advyzon Investment Management
Illinois
$469K +$256K +8,201 +117%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$466K +$186K +5,977 +65%
S
142
SignatureFD
Georgia
$464K +$22.4K +720 +5%
GT
143
Glenmede Trust
Pennsylvania
$457K +$463K +14,843 New
RFC
144
Regions Financial Corp
Alabama
$455K +$61.6K +1,976 +15%
WA
145
Wealth Alliance
New York
$434K -$1.53K -49 -0.3%
SI
146
Stirlingshire Investments
New York
$424K +$429K +13,772 New
OWA
147
One Wealth Advisors
California
$422K +$175K +5,629 +70%
NW
148
NewEdge Wealth
Pennsylvania
$416K +$51K +1,635 +14%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$388K -$22.5K -723 -5%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$387K +$323K +10,376 +472%