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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
501
Metis Global Partners
California
$327K -$10.1K -36 -3%
AssetMark Inc
502
AssetMark Inc
California
$327K +$1.4K +5 +0.4%
CMBA
503
C.M. Bidwell & Associates
Hawaii
$320K +$234K +833 +256%
SBH
504
Segall Bryant & Hamill
Illinois
$318K
KMWM
505
Keudell/Morrison Wealth Management
Oregon
$313K -$20.7K -74 -6%
Vontobel Holding
506
Vontobel Holding
Switzerland
$312K -$64.2K -229 -17%
FFC
507
Fure Financial Corporation
Minnesota
$305K
MCM
508
Monument Capital Management
Virginia
$305K +$310K +1,104 New
PWS
509
Precision Wealth Strategies
Missouri
$303K -$59.4K -212 -17%
MYAM
510
Meiji Yasuda Asset Management
Japan
$299K -$81.3K -290 -21%
ZB
511
Zions Bancorporation
Utah
$295K -$18.5K -66 -6%
S
512
SignatureFD
Georgia
$295K -$15.4K -55 -5%
AC
513
Avestar Capital
New York
$293K -$126K -449 -30%
RSWM
514
Robertson Stephens Wealth Management
California
$288K
DOA
515
D'Orazio & Associates
Virginia
$286K +$289K +1,032 New
AFC
516
AFT Forsyth & Company
Florida
$284K +$28K +100 +11%
GTCM
517
Gyon Technologies Capital Management
New Jersey
$271K -$298K -1,062 -52%
BMCM
518
Burns Matteson Capital Management
New York
$270K -$411K -1,465 -60%
CI
519
Cigna Investments
Connecticut
$268K -$19.9K -71 -7%
PA
520
Profund Advisors
Maryland
$264K -$5.89K -21 -2%
PA
521
Procyon Advisors
Connecticut
$261K +$2.52K +9 +1%
HFM
522
Harvest Fund Management
China
$260K +$21.9K +78 +9%
FFM
523
Forum Financial Management
Illinois
$258K
RP
524
Riverwater Partners
Wisconsin
$258K +$2.24K +8 +0.9%
SCA
525
Summit Creek Advisors
Minnesota
$253K -$185K -660 -42%