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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Aquatic Capital Management
Illinois
$651K +$651K +3,000 New
SAM
552
Strategy Asset Managers
California
$650K -$7.17K -33 -1%
SCI
553
S&CO Inc
Massachusetts
$650K – – –
CCM
554
Coldstream Capital Management
Washington
$648K +$99.9K +460 +18%
IIM
555
Intact Investment Management
Quebec, Canada
$629K -$152K -700 -19%
Lido Advisors
556
Lido Advisors
California
$626K +$37.4K +172 +6%
EMG
557
ETF Managers Group
New Jersey
$610K +$619K +2,850 New
PTP
558
Platform Technology Partners
New York
$608K -$50.6K -233 -8%
MGP
559
Metis Global Partners
California
$608K -$47.8K -220 -7%
WF
560
Welch & Forbes
Massachusetts
$608K – – –
AP
561
Advisor Partners
California
$608K +$99.5K +458 +20%
Jacobs Levy Equity Management
562
Jacobs Levy Equity Management
New Jersey
$607K +$607K +2,796 New
ARI
563
Applied Research Investments
Delaware
$599K +$600K +2,762 New
SLAM
564
Swiss Life Asset Management
$594K -$1.44M -6,638 -71%
FA
565
FDx Advisors
Illinois
$590K +$16.1K +74 +3%
IWC
566
Integrated Wealth Concepts
Massachusetts
$581K -$14.3K -66 -2%
TMAM
567
Tokio Marine Asset Management
Japan
$581K +$66.2K +305 +13%
BC
568
Bowman & Company
Wisconsin
$565K +$31.3K +144 +6%
PAS
569
Park Avenue Securities
New York
$564K -$71.4K -329 -11%
SIC
570
Salem Investment Counselors
North Carolina
$564K -$1.52K -7 -0.3%
TF
571
Trek Financial
Arizona
$557K -$134K -617 -19%
PMG
572
ProVise Management Group
Florida
$557K -$57.1K -263 -9%
PWM
573
Perigon Wealth Management
California
$545K +$4.56K +21 +0.8%
MCA
574
Magnolia Capital Advisors
Mississippi
$535K -$37.1K -171 -6%
JRP
575
Jasper Ridge Partners
California
$534K – – –