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Name Holding Trade Value Shares
Change
Change in
Stake
VT
351
Vise Technologies
New York
$57.4K -$161K -23,308 -68%
SIS
352
Sound Income Strategies
Florida
$55.1K +$14 +2 +0%
EF
353
Empirical Finance
Pennsylvania
$54.7K -$4.38K -635 -6%
MCM
354
MAI Capital Management
Ohio
$54.3K -$69.3K -10,048 -50%
QCM
355
Quantinno Capital Management
New York
$53.8K +$69.9K +10,134 New
SIC
356
SJS Investment Consulting
Ohio
$53.4K +$373 +54 +0.5%
3F
357
360 Financial
Minnesota
$53.1K
CB
358
Cadence Bank
Mississippi
$53.1K
CIBC Private Wealth Group
359
CIBC Private Wealth Group
Georgia
$50.3K +$4.33K +627 +7%
DMBA
360
Deseret Mutual Benefit Administrators
Utah
$47.9K
RS
361
R Squared
Hong Kong
$47.5K +$61.8K +8,950 New
AF
362
Advisornet Financial
Minnesota
$44.9K -$1.08K -156 -2%
VCM
363
Versant Capital Management
Arizona
$44.8K +$4.66K +675 +9%
OWP
364
ORG Wealth Partners
Texas
$44.5K
GI
365
GAMMA Investing
California
$42.6K +$8.12K +1,177 +17%
Lazard Asset Management
366
Lazard Asset Management
New York
$39K +$50.4K +7,307 +3,826%
S
367
SignatureFD
Georgia
$38.5K +$469 +68 +0.9%
PA
368
Parallel Advisors
California
$38.3K +$9.98K +1,446 +25%
SWM
369
Spire Wealth Management
Virginia
$37.4K -$11K -1,588 -18%
SAM
370
Smartleaf Asset Management
Massachusetts
$36.4K +$29.5K +4,277 +173%
GRP
371
Global Retirement Partners
California
$34.6K
OP
372
ORG Partners
Indiana
$33.1K -$428 -62 -1%
Bessemer Group
373
Bessemer Group
New Jersey
$28K +$8.31K +1,204 +30%
CAM
374
Cresset Asset Management
Illinois
$27.4K -$65.1K -9,441 -65%
LIS
375
Legacy Investment Solutions
Idaho
$21.3K