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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
576
V Wealth Advisors
Kansas
$650K +$731K +13,723 New
BP
577
Ballentine Partners
Massachusetts
$644K -$15.1K -283 -2%
WDG
578
Wealth Dimensions Group
Ohio
$639K +$2.24K +42 +0.3%
QIM
579
Quantitative Investment Management
Virginia
$636K +$717K +13,449 New
DF
580
Donoghue Forlines
Massachusetts
$633K +$713K +13,369 New
DC
581
Davenport & Co
Virginia
$632K +$43.2K +810 +6%
HCM
582
Hengehold Capital Management
Ohio
$631K +$1.33K +25 +0.2%
SF
583
Synovus Financial
Georgia
$617K +$9.75K +183 +1%
BI
584
Blooom Inc
Kansas
$614K +$90.1K +1,691 +14%
AB
585
Atlas Brown
Kentucky
$613K -$53.3K -1,000 -7%
PCM
586
Prelude Capital Management
New York
$613K +$690K +12,954 New
Assenagon Asset Management
587
Assenagon Asset Management
Luxembourg
$608K -$34M -637,812 -98%
PRC
588
Pearl River Capital
Michigan
$607K +$684K +12,832 New
DI
589
Diligent Investors
California
$605K +$34.6K +650 +5%
RBFC
590
Roman Butler Fullerton & Co
Missouri
$601K -$73.3K -1,375 -10%
ACM
591
Alta Capital Management
Utah
$598K -$545K -10,220 -45%
IC
592
IEQ Capital
California
$596K +$8.79K +165 +1%
BPC
593
Banque Pictet & Cie
Switzerland
$570K -$546K -10,239 -46%
AWA
594
AmeriServ Wealth Advisors
Pennsylvania
$570K -$5.33K -100 -0.8%
RIL
595
Rothschild Investment LLC
Illinois
$569K +$10.9K +204 +2%
CI Investments Inc
596
CI Investments Inc
Ontario, Canada
$563K -$186K -3,494 -23%
BO
597
BRR OpCo
Ohio
$548K – – –
CWA
598
Canvas Wealth Advisors
Kansas
$546K +$1.07K +20 +0.2%
SFS
599
Summit Financial Strategies
Ohio
$544K -$44K -826 -7%
CPO
600
Cerity Partners OCIO
New York
$539K +$110K +2,070 +22%