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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$833K +$822K +20,860 New
VEA
677
Virtus ETF Advisers
New York
$832K -$224K -5,690 -21%
WPW
678
Waldron Private Wealth
Pennsylvania
$831K +$821K +20,820 New
ESCM
679
Echo Street Capital Management
New York
$823K +$391K +9,910 +93%
CGL
680
Clarius Group LLC
Washington
$806K -$19.3K -490 -2%
GFG
681
Greystone Financial Group
Michigan
$801K -$5.91K -150 -0.7%
LFM
682
Lumina Fund Management
New York
$798K
ADMI
683
Albert D. Mason Inc
Massachusetts
$794K +$34.3K +870 +5%
Kovitz Investment Group Partners
684
Kovitz Investment Group Partners
Illinois
$793K -$41.4K -1,050 -5%
EMG
685
ETF Managers Group
New Jersey
$792K -$3.14M -79,730 -80%
TPW
686
Transatlantique Private Wealth
New York
$786K +$5.91K +150 +0.8%
NIC
687
Northwest Investment Counselors
Oregon
$786K -$3.94K -100 -0.5%
SAI
688
Systematic Alpha Investments
New Jersey
$783K
HCM
689
Hollencrest Capital Management
California
$781K +$541K +13,730 +236%
STAS
690
Strong Tower Advisory Services
Minnesota
$771K +$14.2K +360 +2%
UB
691
UMB Bank
Missouri
$764K +$19.3K +490 +3%
EWM
692
EPG Wealth Management
Georgia
$763K +$430K +10,900 +133%
WT
693
Whittier Trust
California
$759K +$160K +4,050 +27%
UH
694
Unigestion Holding
Switzerland
$755K -$265K -6,730 -26%
SFA
695
Souders Financial Advisors
Ohio
$752K -$13.8K -350 -2%
AWA
696
Alta Wealth Advisors
Massachusetts
$751K
OIA
697
OneDigital Investment Advisors
Kansas
$744K +$29.6K +750 +4%
BAM
698
Blueshift Asset Management
New Jersey
$742K +$733K +18,590 New
MYAM
699
Meiji Yasuda Asset Management
Japan
$736K +$51.2K +1,300 +8%
CCG
700
Cypress Capital Group
Florida
$735K +$726K +18,420 New