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Name Holding Trade Value Shares
Change
Change in
Stake
EI
151
Ethic Inc
New York
$943K -$130K -12,294 -12%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$940K -$37.1K -3,520 -4%
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$927K -$68.7M -6,513,890 -99%
OWA
154
One Wealth Advisors
California
$884K -$54.8K -5,196 -6%
KCM
155
Kathmere Capital Management
Pennsylvania
$879K +$197K +18,673 +28%
MFG
156
Merit Financial Group
Georgia
$878K +$493K +46,763 +123%
CIM
157
Confluence Investment Management
Missouri
$875K +$28.9K +2,740 +3%
CCIA
158
Campbell & Co Investment Adviser
Maryland
$855K +$869K +82,433 New
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$855K +$98.2K +9,313 +13%
CK
160
Cohen Klingenstein
New York
$846K
HFO
161
Heritage Family Offices
Arizona
$839K
Squarepoint
162
Squarepoint
New York
$824K -$880K -83,390 -51%
M&T Bank
163
M&T Bank
New York
$820K +$368K +34,923 +79%
AWA
164
Arkadios Wealth Advisors
Georgia
$805K +$24.7K +2,339 +3%
SC
165
Savant Capital
Illinois
$798K +$495K +46,907 +156%
TBC
166
Tweedy, Browne Co
Connecticut
$796K -$48.7K -4,613 -6%
GIM
167
Glenmede Investment Management
Pennsylvania
$784K +$798K +75,629 New
DWM
168
Drive Wealth Management
Utah
$773K +$640K +60,675 +438%
Brown Advisory
169
Brown Advisory
Maryland
$765K -$29.9K -2,839 -4%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$748K +$761K +72,121 New
SC
171
Syon Capital
California
$734K +$13K +1,236 +2%
WCM
172
Wallace Capital Management
Texas
$726K -$35K -3,314 -5%
VT
173
Vise Technologies
New York
$713K +$725K +68,758 New
LWAM
174
Legacy Wealth Asset Management
Minnesota
$696K -$8.04K -762 -1%
GC
175
Guggenheim Capital
Illinois
$688K +$84.3K +7,995 +14%