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Name Holding Trade Value Shares
Change
Change in
Stake
WT
651
Whittier Trust
California
$359K +$1.71K +8 +0.5%
CWA
652
Canvas Wealth Advisors
Kansas
$353K +$1.28K +6 +0.3%
TA
653
Trellis Advisors
Washington
$352K +$639 +3 +0.2%
AAS
654
Avantax Advisory Services
Texas
$351K -$74.2K -348 -17%
CAM
655
Cozad Asset Management
Illinois
$348K
SBH
656
Segall Bryant & Hamill
Illinois
$347K -$3.2K -15 -0.9%
GIA
657
Gateway Investment Advisers
Ohio
$346K +$3.84K +18 +1%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$342K +$6.61K +31 +2%
MGP
659
Metis Global Partners
California
$340K -$16K -75 -4%
NWM
660
Northcape Wealth Management
New York
$336K -$12.4K -58 -3%
CCP
661
Corient Capital Partners
California
$334K -$32.4K -152 -8%
QT
662
Quantamental Technologies
New York
$330K +$349K +1,639 New
VAS
663
Vestmark Advisory Solutions
Massachusetts
$329K -$1.48M -6,926 -81%
ACM
664
Advisors Capital Management
New Jersey
$327K +$4.48K +21 +1%
MA
665
MUFG Americas
New York
$326K +$39.9K +187 +13%
GCP
666
GSA Capital Partners
United Kingdom
$326K +$99.1K +465 +40%
RMC
667
Resources Management Corp
Connecticut
$325K +$1.28K +6 +0.4%
IC
668
Intersect Capital
California
$321K -$147K -688 -30%
IFWM
669
Institute for Wealth Management
Colorado
$320K +$3.2K +15 +1%
KFSC
670
Keystone Financial Services (Colorado)
Colorado
$318K +$8.31K +39 +3%
PG
671
Patten Group
Tennessee
$317K
CP
672
Covenant Partners
Tennessee
$314K -$20.5K -96 -6%
Cohen & Steers
673
Cohen & Steers
New York
$314K +$56.1K +263 +20%
FDCC
674
Foster Dykema Cabot & Co
Massachusetts
$310K
CFGS
675
Concourse Financial Group Securities
Alabama
$309K +$3.62K +17 +1%