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Name Holding Trade Value Shares
Change
Change in
Stake
CF
451
Copperwynd Financial
Arizona
$774K +$8.18K +242 +1%
JWCA
452
J.W. Cole Advisors
Florida
$773K +$124K +3,673 +19%
AMG
453
Asset Management Group
Connecticut
$770K +$788K +23,300 New
RAG
454
RIA Advisory Group
Iowa
$765K +$7.74K +229 +1%
STA
455
Summit Trail Advisors
New York
$756K +$244K +7,222 +47%
CPCPP
456
Canada Post Corporation Pension Plan
Canada
$744K +$307K +9,070 +67%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$730K +$78.8K +2,330 +12%
Mercer Global Advisors
458
Mercer Global Advisors
Colorado
$729K +$361K +10,690 +94%
CB
459
Commerce Bank
Missouri
$721K +$10.1K +299 +1%
RWM
460
Riverchase Wealth Management
Texas
$719K
CHAM
461
Clear Harbor Asset Management
Connecticut
$712K
MAS
462
Meeder Advisory Services
Ohio
$712K +$180K +5,313 +33%
LOAMS
463
Lombard Odier Asset Management (Switzerland)
Switzerland
$708K -$168K -4,963 -19%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$704K +$720K +21,283 New
TRCT
465
Tower Research Capital (TRC)
New York
$703K -$223K -6,583 -24%
SGI
466
Summit Global Investments
Utah
$697K +$8.05K +238 +1%
SM
467
STF Management
Texas
$686K +$18.2K +538 +3%
LFA
468
Legacy Financial Advisors
Kentucky
$684K +$700K +20,687 New
TPCW
469
TD Private Client Wealth
New York
$679K +$319K +9,437 +85%
EF
470
Empirical Finance
Pennsylvania
$667K +$16.4K +486 +2%
LFM
471
LGT Fund Management
Liechtenstein
$656K +$671K +19,830 New
SPIA
472
Steward Partners Investment Advisory
New York
$642K +$8.83K +261 +1%
WA
473
Waverly Advisors
Alabama
$641K +$20.7K +613 +3%
FRA
474
Frank Rimerman Advisors
California
$640K +$177K +5,221 +37%
VT
475
Vise Technologies
New York
$635K +$650K +19,221 New