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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$820K +$61.7K +1,715 +7%
DWM
527
Dakota Wealth Management
Florida
$819K +$3.42K +95 +0.4%
CF
528
Copperwynd Financial
Arizona
$815K +$7.59K +211 +0.9%
OTPPB
529
Ontario Teachers' Pension Plan Board
Ontario, Canada
$814K +$90K +2,503 +11%
ST
530
Smithfield Trust
Pennsylvania
$811K – – –
BPA
531
Beacon Pointe Advisors
California
$810K +$101K +2,799 +13%
WT
532
Whittier Trust
California
$806K -$38.9K -1,081 -4%
WI
533
Wahed Invest
New York
$805K +$33.4K +928 +4%
Baird Financial Group
534
Baird Financial Group
Wisconsin
$805K +$137K +3,824 +18%
CA
535
Clearstead Advisors
Ohio
$794K -$9.38K -261 -1%
RG
536
Rathbones Group
United Kingdom
$794K -$81.7K -2,273 -9%
HI
537
Horizon Investments
North Carolina
$784K +$27.3K +759 +3%
BFA
538
Beacon Financial Advisory
Ohio
$783K +$69.6K +1,935 +9%
TCA
539
Teewinot Capital Advisers
New York
$777K – – –
GI
540
GAMCO Investors
Connecticut
$773K -$7.84K -218 -0.9%
NW
541
NewEdge Wealth
Pennsylvania
$758K -$44.6K -1,240 -5%
P
542
&Partners
Tennessee
$755K +$484K +13,461 +158%
WC
543
Wexford Capital
Florida
$750K +$575K +16,000 +229%
PCS
544
Personal CFO Solutions
New Jersey
$745K +$821K +22,844 New
A
545
AlphaQuest
New York
$740K +$814K +22,647 +119,195%
CIS
546
Custom Index Systems
New York
$734K -$96.1K -2,673 -11%
NDSI
547
Newman Dignan & Sheerar Inc
Rhode Island
$731K -$1.44K -40 -0.2%
OWA
548
One Wealth Advisors
California
$731K +$93.4K +2,598 +13%
CM
549
Crestline Management
Texas
$730K +$804K +22,373 New
BCI
550
Brinker Capital Investments
Pennsylvania
$730K +$109K +3,043 +16%