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Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Greenleaf Trust
Michigan
$557K +$21.8K +875 +4%
CCM
452
Coldstream Capital Management
Washington
$553K -$12.6K -508 -2%
CAAS
453
Capital Asset Advisory Services
Michigan
$550K +$45.7K +1,837 +8%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$548K -$50 -2 -0%
FA
455
FDx Advisors
Illinois
$547K +$390K +15,664 +178%
QI
456
Qtron Investments
Massachusetts
$545K +$606K +24,357 New
VCM
457
Virtue Capital Management
Tennessee
$544K +$141K +5,683 +30%
CCG
458
Cypress Capital Group
Florida
$544K +$605K +24,323 New
PA
459
Profund Advisors
Maryland
$539K -$49.2K -1,977 -8%
Bessemer Group
460
Bessemer Group
New Jersey
$537K +$23.9K +963 +4%
AA
461
Ancora Advisors
Ohio
$536K
RWM
462
Ritholtz Wealth Management
New York
$531K +$217K +8,737 +58%
PWM
463
Perigon Wealth Management
California
$526K +$28.9K +1,163 +5%
IC
464
Intersect Capital
California
$516K +$51.3K +2,063 +10%
SG
465
StoneX Group
New York
$514K +$125K +5,036 +28%
Squarepoint
466
Squarepoint
New York
$510K -$91.2K -3,666 -14%
MOS
467
MGO One Seven
Ohio
$501K -$5.1K -205 -0.9%
CBFP
468
Cedar Brook Financial Partners
Ohio
$496K -$1.22K -49 -0.2%
FFM
469
Forum Financial Management
Illinois
$496K
MIM
470
Meridiem Investment Management
United Kingdom
$496K
Vontobel Holding
471
Vontobel Holding
Switzerland
$495K -$463K -18,608 -46%
PA
472
Procyon Advisors
Connecticut
$494K -$3.83K -154 -0.7%
SBH
473
Segall Bryant & Hamill
Illinois
$494K +$19.9K +800 +4%
SI
474
Stephens Inc
Arkansas
$491K -$445K -17,897 -45%
EFS
475
Essex Financial Services
Connecticut
$490K +$50 +2 +0%