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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$47K +$48.2K +978 New
LWCFA
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
MWM
678
Mascoma Wealth Management
New Hampshire
$45K -$12.8K -260 -22%
PFO
679
Pathstone Family Office
New Jersey
$45K +$26.5K +538 +137%
HT
680
Heritage Trust
Oklahoma
$44K – – –
MCM
681
Manchester Capital Management
Vermont
$44K – – –
Marshall Wace
682
Marshall Wace
United Kingdom
$43K +$44.3K +899 New
Nisa Investment Advisors
683
Nisa Investment Advisors
Missouri
$42K – – –
WAS
684
Winch Advisory Services
Wisconsin
$41K -$8.96K -182 -18%
LFA
685
Legacy Financial Advisors
Kentucky
$40K -$5.81K -118 -12%
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$2.36K -48 -5%
BRC
687
Bell Rock Capital
Delaware
$38K – – –
MRCM
688
M&R Capital Management
New Jersey
$38K – – –
H
689
Hexavest
Quebec, Canada
$37K – – –
TSW
690
Thompson Siegel & Walmsley
Virginia
$37K – – –
PMFA
691
Plante Moran Financial Advisors
Michigan
$37K +$197 +4 +0.5%
1832 Asset Management
692
1832 Asset Management
Ontario, Canada
$37K +$9.95K +202 +35%
LC
693
Lavaca Capital
Texas
$37K +$37.7K +766 New
HFM
694
Hartford Financial Management
Connecticut
$36K – – –
BOPW
695
Brandywine Oak Private Wealth
Pennsylvania
$34K +$35.3K +716 New
PG
696
Patten Group
Tennessee
$32K – – –
SBL
697
Sargent Bickham Lagudis
Colorado
$32K +$9.26K +188 +38%
BCA
698
Berman Capital Advisors
Georgia
$32K +$34.2K +695 New
1IA
699
1834 Investment Advisors
Wisconsin
$31K – – –
CAGAS
700
Capital Advisory Group Advisory Services
Minnesota
$29K – – –