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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
551
Ballentine Partners
Massachusetts
$727K -$190K -4,035 -20%
CCM
552
Crew Capital Management
Ohio
$726K -$141 -3 -0%
APC
553
Aspire Private Capital
North Carolina
$713K +$70.9K +1,506 +10%
EAM
554
Empirical Asset Management
Massachusetts
$712K +$173K +3,675 +30%
QI
555
Qtron Investments
Massachusetts
$711K – – –
Cullen/Frost Bankers
556
Cullen/Frost Bankers
Texas
$706K – – –
SA
557
Syntax Advisors
New York
$705K -$6.07K -129 -0.8%
VCG
558
Vantage Consulting Group
Virginia
$705K -$6.07K -129 -0.8%
Independent Advisor Alliance
559
Independent Advisor Alliance
North Carolina
$696K +$53.2K +1,130 +8%
Quadrant Capital Group
560
Quadrant Capital Group
Ohio
$695K -$16.7K -356 -2%
BAM
561
Bosun Asset Management
Illinois
$680K -$47K -1,000 -6%
FMI
562
F/M Investments
District of Columbia
$680K – – –
VRM
563
Vectors Research Management
New York
$676K -$7.39K -157 -0.9%
CC
564
Courier Capital
New York
$671K -$273K -5,812 -28%
LTAS
565
Linden Thomas Advisory Services
North Carolina
$667K +$52.5K +1,115 +8%
WW
566
Waterfront Wealth
Kansas
$658K +$4.42K +94 +0.6%
Steward Partners Investment Advisory
567
Steward Partners Investment Advisory
New York
$658K -$34.6K -736 -5%
CP
568
Coho Partners
Pennsylvania
$655K – – –
Ferguson Wellman Capital Management
569
Ferguson Wellman Capital Management
Oregon
$654K +$2.02K +43 +0.3%
WQ
570
Wealth Quarterback
New Jersey
$642K +$91.4K +1,942 +16%
FIM
571
Freedom Investment Management
Connecticut
$642K -$102K -2,175 -13%
Stephens Inc
572
Stephens Inc
Arkansas
$640K -$3.95K -84 -0.6%
Buckingham Strategic Wealth
573
Buckingham Strategic Wealth
Missouri
$639K +$14.8K +315 +2%
HCM
574
Hollencrest Capital Management
California
$635K – – –
SJIM
575
St. Johns Investment Management
Florida
$635K -$7.58K -161 -1%