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Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
IEQ Capital
California
$2.51M -$214K -4,042 -8%
HTC
227
Haverford Trust Company
Pennsylvania
$2.5M -$108K -2,050 -4%
LNWTC
228
Laird Norton Wetherby Trust Company
Washington
$2.5M +$103K +1,955 +4%
GT
229
Glenmede Trust
Pennsylvania
$2.45M -$22.8K -432 -0.9%
ASN
230
Advisory Services Network
Georgia
$2.45M +$48.2K +911 +2%
GRP
231
Global Retirement Partners
California
$2.43M +$2.45M +46,380 New
TCPW
232
Twin City Private Wealth
North Carolina
$2.4M +$52.3K +989 +2%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39M -$554K -10,484 -19%
NB
234
Nicolet Bankshares
Wisconsin
$2.35M -$53.3K -1,008 -2%
SC
235
Scotia Capital
Ontario, Canada
$2.31M -$308K -5,831 -12%
DWM
236
Diversify Wealth Management
Utah
$2.28M +$1.85M +34,986 +394%
DAS
237
Diversify Advisory Services
Utah
$2.28M +$2.32M +43,867 New
ACM
238
Aquatic Capital Management
Illinois
$2.26M +$1.96M +36,998 +610%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$2.25M -$2.09M -39,485 -48%
HNB
240
Huntington National Bank
Ohio
$2.24M +$294K +5,559 +15%
NF
241
Nvest Financial
New Hampshire
$2.24M +$2.26M +42,661 New
M&T Bank
242
M&T Bank
New York
$2.24M +$98K +1,853 +5%
FM
243
Foster & Motley
Ohio
$2.23M -$33.1K -625 -1%
OC
244
Oppenheimer & Co
New York
$2.22M -$43.6K -824 -2%
PCIA
245
Prime Capital Investment Advisors
Kansas
$2.21M -$866K -16,384 -28%
VSQM
246
V-Square Quantitative Management
Illinois
$2.2M +$954K +18,030 +75%
FBT
247
First Bank & Trust
South Dakota
$2.18M -$331K -6,252 -13%
CAG
248
Csenge Advisory Group
Florida
$2.18M +$303K +5,720 +16%
HPG
249
Harvest Portfolios Group
Ontario, Canada
$2.18M
BE
250
Bonness Enterprises
District of Columbia
$2.17M