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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
401
Y-Intercept (HK)
Hong Kong
$819K -$4.88M -232,841 -85%
IF
402
Intrua Financial
Texas
$805K -$54.3K -2,592 -6%
BPMC
403
Buckland Partners Management Co
New York
$802K +$838K +40,000 New
RWM
404
Ritholtz Wealth Management
New York
$784K +$820K +39,124 New
AA
405
Auxano Advisors
Washington
$778K -$7.35K -351 -0.9%
MSE
406
MUFG Securities EMEA
United Kingdom
$767K
FPAS
407
Focus Partners Advisor Solutions
Missouri
$765K -$37.7K -1,801 -5%
SA
408
Sanctuary Advisors
Indiana
$759K +$111K +5,306 +16%
MML Investors Services
409
MML Investors Services
Massachusetts
$753K -$258K -12,301 -25%
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$748K +$484K +23,116 +163%
CRC
411
Curi RMB Capital
Illinois
$744K +$13.3K +634 +2%
FSA
412
Fort Sheridan Advisors
Illinois
$742K
TCOT
413
Trust Company of Toledo
Ohio
$740K +$419 +20 +0.1%
AGWCA
414
Annis Gardner Whiting Capital Advisors
Florida
$740K +$17.5K +836 +2%
PWS
415
Proactive Wealth Strategies
Georgia
$737K +$389K +18,563 +102%
I
416
INVST
Indiana
$736K +$769K +36,712 New
JPWM
417
Jamison Private Wealth Management
Georgia
$726K -$11.4K -544 -1%
ECM
418
Everence Capital Management
Indiana
$725K
CCM
419
Coldstream Capital Management
Washington
$722K +$120K +5,716 +19%
1SB
420
1ST Source Bank
Indiana
$711K -$10.5K -500 -1%
AWM
421
Avior Wealth Management
Nebraska
$703K +$60.9K +2,905 +9%
IWC
422
Integrated Wealth Concepts
Massachusetts
$699K +$220K +10,494 +43%
MF
423
Magnetar Financial
Illinois
$696K +$752K +35,900 New
SCB
424
Saudi Central Bank
Saudi Arabia
$683K +$714K +34,070 New
NA
425
Nordwand Advisors
Pennsylvania
$682K