Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
526
Vontobel Holding
Switzerland
$667K -$94.4K -461 -11%
PFO
527
Pathstone Family Office
New Jersey
$665K +$377K +1,843 +95%
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$664K +$17.4K +85 +2%
VI
529
Vestcor Inc
New Brunswick, Canada
$658K +$2.25K +11 +0.3%
HKIMG
530
Hutchens & Kramer Investment Management Group
Indiana
$655K – – –
SAM
531
Simplify Asset Management
Nevada
$651K +$238K +1,164 +46%
BONST
532
Bank of Nova Scotia Trust
Ontario, Canada
$650K -$67.8K -331 -8%
BO
533
Bank OZK
Arkansas
$649K -$7.58K -37 -1%
TC
534
TownSquare Capital
Utah
$647K +$313K +1,531 +71%
EWA
535
EverSource Wealth Advisors
Alabama
$643K +$615K +3,005 +465%
SFI
536
Siemens Fonds Invest
Germany
$638K -$10.2K -50 -1%
DWA
537
Douglass Winthrop Advisors
New York
$633K -$5.94K -29 -0.8%
BBL
538
Beck Bode LLC
Massachusetts
$633K -$4.71K -23 -0.6%
IB
539
Intrust Bank
Kansas
$630K +$50.4K +246 +7%
RPCONE
540
Retirement Planning Company of New England
Rhode Island
$620K +$31.9K +156 +5%
AWM
541
Avior Wealth Management
Nebraska
$614K -$24K -117 -3%
SCP
542
Sandhill Capital Partners
New York
$614K – – –
KA
543
Kintegral Advisory
New York
$611K – – –
CHAM
544
Clear Harbor Asset Management
Connecticut
$609K – – –
GCP
545
GSA Capital Partners
United Kingdom
$599K +$366K +1,786 +110%
MM
546
MQS Management
New York
$598K +$696K +3,399 New
AWA
547
Arete Wealth Advisors
Illinois
$596K +$693K +3,387 New
RCA
548
Resonant Capital Advisors
Wisconsin
$595K +$11.5K +56 +2%
Pacer Advisors
549
Pacer Advisors
Pennsylvania
$582K -$573K -2,799 -46%
FPFS
550
First Personal Financial Services
North Carolina
$581K – – –