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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Versant Capital Management
Arizona
$103K +$64.9K +759 +207%
BTI
502
Blue Trust Inc
Georgia
$101K -$5.13K -60 -5%
C
503
Covestor
United Kingdom
$98K -$28K -327 -23%
SS
504
Sunbelt Securities
Texas
$97.5K
HT
505
Headlands Technologies
Illinois
$94.8K +$88.2K +1,031 New
RA
506
Rise Advisors
New York
$86.1K +$80.2K +937 New
ME
507
McIlrath & Eck
Washington
$83K -$5.05K -59 -6%
Lazard Asset Management
508
Lazard Asset Management
New York
$82K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$75.5K +$35.8K +419 +104%
AssetMark Inc
510
AssetMark Inc
California
$64.1K -$11.5K -135 -16%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$61.2K +$56.3K +658 +3,656%
GK
512
Graney & King
New York
$61.1K
WTA
513
Washington Trust Advisors
Massachusetts
$59.7K -$12.8K -150 -19%
BIA
514
Bell Investment Advisors
California
$56K
KB
515
Kimelman & Baird
New York
$55.2K
EB
516
Eastern Bank
Massachusetts
$55.1K
BIG
517
Brooklyn Investment Group
New York
$52.5K +$3.08K +36 +7%
AF
518
Allworth Financial
California
$50.5K +$2.74K +32 +6%
CH
519
Cromwell Holdings
Wyoming
$49.4K +$855 +10 +2%
EPAM
520
Evelyn Partners Asset Management
$46.2K
UB
521
UMB Bank
Missouri
$43.2K +$17.9K +209 +80%
SIM
522
Sentry Investment Management
Wisconsin
$42K -$13.3K -155 -23%
TIM
523
Tortoise Investment Management
New York
$41.3K
TPCW
524
TD Private Client Wealth
New York
$40.7K +$428 +5 +1%
NS
525
NBC Securities
Alabama
$40K +$38.2K +446 New