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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
476
Cross Staff Investments
New York
$312K +$296K +5,850 New
OAM
477
Ostrum Asset Management
France
$303K
VT
478
Vise Technologies
New York
$302K -$33.6K -663 -10%
CMF
479
Counterpoint Mutual Funds
California
$301K -$159K -3,147 -36%
LSIA
480
LaSalle St. Investment Advisors
Illinois
$299K +$285K +5,622 New
IA
481
IFP Advisors
Florida
$297K -$76.6K -1,512 -21%
RIL
482
Rothschild Investment LLC
Illinois
$296K -$24.1K -475 -8%
MCM
483
MAI Capital Management
Ohio
$296K -$14.8K -293 -5%
DWP
484
Daymark Wealth Partners
Ohio
$291K -$319K -6,299 -54%
VWM
485
Venturi Wealth Management
Texas
$290K -$97.4K -1,922 -26%
OIA
486
Oakmont Investment Advisors
Pennsylvania
$282K +$269K +5,300 New
LFG
487
Larson Financial Group
Missouri
$279K +$34.1K +672 +15%
CCM
488
Coldstream Capital Management
Washington
$278K +$265K +5,229 New
HT
489
Headlands Technologies
Illinois
$276K +$263K +5,189 New
BCI
490
Brinker Capital Investments
Pennsylvania
$275K +$262K +5,171 New
MFG
491
Merit Financial Group
Georgia
$274K +$260K +5,140 New
LSPW
492
Lake Street Private Wealth
Illinois
$272K +$258K +5,100 New
SFI
493
Siemens Fonds Invest
Germany
$270K +$48.3K +953 +23%
Betterment LLC
494
Betterment LLC
New York
$269K +$256K +5,054 New
IJWM
495
Inman Jager Wealth Management
Mississippi
$268K +$255K +5,027 New
PE
496
PCM Encore
Colorado
$268K +$255K +5,026 New
FFA
497
First Foundation Advisors
California
$268K +$255K +5,025 New
RPC
498
Rossmore Private Capital
Connecticut
$267K +$254K +5,010 New
FCM
499
Fortis Capital Management
Washington
$265K +$253K +4,983 New
UWS
500
Unique Wealth Strategies
Illinois
$265K +$252K +4,977 New