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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
526
Nicolet Advisory Services
Wisconsin
$284K +$41.7K +551 +19%
FNBT
527
FineMark National Bank & Trust
Florida
$282K +$20.3K +268 +9%
VA
528
Vident Advisory
Georgia
$281K +$244K +3,225 New
MPM
529
MBB Public Markets
Illinois
$276K +$240K +3,171 New
AUB
530
Atlantic Union Bankshares
Virginia
$273K
AIMCA
531
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$270K
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$270K
DWA
533
Douglass Winthrop Advisors
New York
$268K
Vontobel Holding
534
Vontobel Holding
Switzerland
$267K -$7.79K -103 -3%
SWS
535
SYSTM Wealth Solutions
Illinois
$266K
C1AG
536
Client 1st Advisory Group
Florida
$266K +$231K +3,053 New
HSA
537
HBK Sorce Advisory
Pennsylvania
$266K +$231K +3,053 New
NIM
538
NEOS Investment Management
Connecticut
$264K +$229K +3,029 New
PCC
539
Park Circle Company
Maryland
$261K
CA
540
Carson Advisory
Georgia
$261K
QCM
541
Quantinno Capital Management
New York
$260K +$226K +2,988 New
VF
542
Virtu Financial
New York
$255K +$222K +2,932 New
Lido Advisors
543
Lido Advisors
California
$254K -$32.8K -433 -13%
CL
544
Choreo LLC
Illinois
$251K -$63.9K -845 -23%
BTWM
545
Baker Tilly Wealth Management
Wisconsin
$246K -$3.63K -48 -2%
KA
546
Klingman & Associates
New York
$243K
SAM
547
Shell Asset Management
Netherlands
$242K -$201K -2,657 -45%
LBC
548
Lowe Brockenbrough & Co
Virginia
$240K +$208K +2,752 New
CWS
549
Cypress Wealth Services
California
$237K +$205K +2,716 New
BAM
550
Berkshire Asset Management
Pennsylvania
$233K +$203K +2,680 New