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Name Holding Trade Value Shares
Change
Change in
Stake
RB
601
Renasant Bank
Mississippi
$173K +$193K +10,772 New
KBFS
602
Kohmann Bosshard Financial Services
Ohio
$170K
SIA
603
Soltis Investment Advisors
Utah
$170K +$823 +46 +0.4%
AA
604
Auxano Advisors
Washington
$170K +$190K +10,603 New
RWM
605
Ritholtz Wealth Management
New York
$170K +$190K +10,617 New
AF
606
Advisornet Financial
Minnesota
$169K +$698 +39 +0.4%
TAM
607
Trust Asset Management
Texas
$168K +$188K +10,491 New
PPW
608
Parcion Private Wealth
Washington
$166K
APP
609
Alpha Paradigm Partners
Illinois
$162K
First Manhattan
610
First Manhattan
New York
$159K
BBHC
611
Brown Brothers Harriman & Co
New York
$159K +$148K +8,272 +507%
BCV
612
Banque Cantonale Vaudoise
Switzerland
$152K
IRC
613
Investors Research Corp
Georgia
$149K
O
614
Ossiam
France
$147K -$4.93M -275,621 -97%
BEI
615
Benjamin Edwards Inc
Missouri
$147K +$19.8K +1,105 +14%
PA
616
Parallel Advisors
California
$139K -$14.6K -816 -9%
WFA
617
Wipfli Financial Advisors
Wisconsin
$138K +$155K +8,642 New
APA
618
American Portfolios Advisors
New York
$137K +$40.9K +2,284 +36%
SWA
619
Sutton Wealth Advisors
Florida
$136K -$2.49K -139 -2%
HI
620
Harbour Investments
Wisconsin
$121K
AG
621
AIA Group
Hong Kong
$120K -$29.5K -1,647 -18%
C
622
Covestor
United Kingdom
$115K +$29.4K +1,641 +30%
QCG
623
Quadrant Capital Group
Ohio
$114K -$36 -2 -0%
TF
624
Tompkins Financial
New York
$114K
AWM
625
AllSquare Wealth Management
New York
$112K