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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$179K -$228K -18,290 -54%
JSSH
252
J. Safra Sarasin Holding
$179K +$197K +15,778 New
OR
253
Olympiad Research
Connecticut
$171K +$189K +15,148 New
SFA
254
Sequoia Financial Advisors
Ohio
$169K -$19.3K -1,551 -9%
OL
255
one8zero8 LLC
North Carolina
$168K -$12.5K -1,000 -6%
DWM
256
Diversify Wealth Management
Utah
$162K +$3.23K +259 +2%
DAS
257
Diversify Advisory Services
Utah
$162K +$158K +12,697 New
RDWM
258
Red Door Wealth Management
Tennessee
$162K -$187 -15 -0.1%
BEI
259
Benjamin Edwards Inc
Missouri
$160K +$11.5K +921 +7%
CGH
260
Crossmark Global Holdings
Texas
$159K – – –
LNWTC
261
Laird Norton Wetherby Trust Company
Washington
$159K -$22.4K -1,796 -11%
WA
262
Waverly Advisors
Alabama
$153K +$168K +13,520 New
IMC Chicago
263
IMC Chicago
Illinois
$152K -$518K -41,549 -76%
1SB
264
1ST Source Bank
Indiana
$152K – – –
II
265
Inspire Investing
Idaho
$151K +$167K +13,362 New
US Bancorp
266
US Bancorp
Minnesota
$151K -$1.43K -115 -0.9%
QCG
267
Quadrant Capital Group
Ohio
$148K -$13.2K -1,059 -7%
QCM
268
Qsemble Capital Management
New York
$146K +$160K +12,872 New
SM
269
Sciencast Management
New Jersey
$144K +$158K +12,700 New
GCIA
270
Gabelli & Co Investment Advisers
New York
$143K – – –
PCA
271
Pallas Capital Advisors
Massachusetts
$142K +$28.7K +2,300 +22%
Ensign Peak Advisors
272
Ensign Peak Advisors
Utah
$141K – – –
ASN
273
Advisory Services Network
Georgia
$141K -$64.5K -5,180 -29%
VT
274
Vise Technologies
New York
$139K +$153K +12,305 New
URS
275
Utah Retirement Systems
Utah
$138K – – –