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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
501
Martingale Asset Management
Massachusetts
$358K +$41.3K +305 +14%
QT
502
Quantbot Technologies
New York
$354K +$338K +2,496 New
VFA
503
Valeo Financial Advisors
Indiana
$352K -$12.2K -90 -4%
JRP
504
Jasper Ridge Partners
California
$349K – – –
CI
505
Conning Inc
Connecticut
$349K +$18.6K +137 +6%
JGUA
506
John G. Ullman & Associates
New York
$341K -$94.9K -700 -23%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$338K -$78.6K -580 -20%
FWIA
508
Fort Washington Investment Advisors
Ohio
$327K -$32.7K -241 -9%
ETC
509
Exchange Traded Concepts
Oklahoma
$325K +$165K +1,215 +113%
P
510
Pitcairn
Pennsylvania
$321K – – –
LCP
511
Legacy Capital Partners
Wisconsin
$314K -$6.78K -50 -2%
BWA
512
BDO Wealth Advisors
Florida
$314K – – –
OAM
513
Optimal Asset Management
California
$314K +$299K +2,210 New
Mercer Global Advisors
514
Mercer Global Advisors
Colorado
$312K -$808K -5,962 -73%
LSAG
515
Lake Street Advisors Group
New Hampshire
$308K +$2.58K +19 +0.9%
EI
516
Ethic Inc
New York
$304K +$32.9K +243 +13%
TFO
517
Tarbox Family Office
California
$304K +$58.4K +431 +25%
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$298K – – –
NFC
519
Northeast Financial Consultants
Connecticut
$295K – – –
UCFA
520
United Capital Financial Advisors
Texas
$291K -$165K -1,215 -37%
FB
521
Fulton Bank
Pennsylvania
$291K +$278K +2,051 New
EAMA
522
EFG Asset Management (Americas)
Florida
$291K +$278K +2,053 New
Kovitz Investment Group Partners
523
Kovitz Investment Group Partners
Illinois
$280K -$3.28M -24,228 -92%
AWM
524
Aprio Wealth Management
Georgia
$280K -$27.1K -200 -9%
VWA
525
V Wealth Advisors
Kansas
$276K -$40.7K -300 -13%