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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
126
Windsor Creek Advisors
Vermont
$286K +$260K +30,300 New
YIA
127
YHB Investment Advisors
Connecticut
$282K
CLOS
128
Compagnie Lombard Odier SCmA
Switzerland
$275K
Principal Financial Group
129
Principal Financial Group
Iowa
$274K
KeyBank National Association
130
KeyBank National Association
Ohio
$272K +$21K +2,443 +9%
SS
131
Simplicity Solutions
Minnesota
$265K -$6.01K -700 -2%
EI
132
Ethic Inc
New York
$256K +$9.84K +1,147 +4%
QT
133
Quantbot Technologies
New York
$252K +$230K +26,800 New
PP
134
Paloma Partners
Connecticut
$237K -$976K -113,728 -82%
AWM
135
Altium Wealth Management
New York
$233K -$133K -15,490 -39%
DWT
136
Dorsey & Whitney Trust
South Dakota
$230K -$1.54K -180 -0.7%
VF
137
Virtu Financial
New York
$220K -$104K -12,069 -34%
FCI
138
Financial Counselors Inc
Kansas
$219K +$49.8K +5,808 +33%
BCI
139
Brinker Capital Investments
Pennsylvania
$217K -$58.5K -6,822 -23%
JWM
140
Jeppson Wealth Management
California
$212K -$1.29K -150 -0.7%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$207K +$188K +21,929 New
KPWS
142
Kestra Private Wealth Services
Texas
$205K -$30.6K -3,570 -14%
ONB
143
Old National Bancorp
Indiana
$203K -$13.5K -1,569 -7%
QCG
144
Quadrant Capital Group
Ohio
$199K -$29.8K -3,468 -14%
BDF
145
Balasa Dinverno & Foltz
$197K +$76.7K +8,939 +75%
P
146
Palladiem
Pennsylvania
$196K +$178K +20,768 New
PAS
147
Park Avenue Securities
New York
$195K +$11.5K +1,343 +7%
WT
148
Whittier Trust
California
$189K
MSAM
149
Moloney Securities Asset Management
Missouri
$188K +$3.28K +382 +2%
CCP
150
Corient Capital Partners
California
$182K +$19K +2,215 +13%