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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
601
Bank of the West
California
$554K -$11.2K -40 -2%
SP
602
Symmetry Partners
Connecticut
$550K +$1.96K +7 +0.4%
WP
603
WMS Partners
Maryland
$549K +$15.7K +56 +3%
CRC
604
Curi RMB Capital
Illinois
$541K -$47.5K -170 -8%
ICM
605
IMS Capital Management
Oregon
$540K +$26.6K +95 +5%
PAS
606
Park Avenue Securities
New York
$540K +$83.1K +297 +19%
AWP
607
Accretive Wealth Partners
New Jersey
$539K +$519K +1,856 New
BBHC
608
Brown Brothers Harriman & Co
New York
$535K -$559 -2 -0.1%
MWM
609
Mission Wealth Management
California
$534K
PA
610
Parallel Advisors
California
$529K -$76.4K -273 -13%
AF
611
Alerus Financial
North Dakota
$528K +$509K +1,820 New
RIA
612
Regal Investment Advisors
Michigan
$527K +$508K +1,816 New
AFS
613
Aft Forsyth & Sober
Florida
$522K +$503K +1,800 New
HAG
614
HighPoint Advisor Group
Illinois
$520K +$37.5K +134 +8%
YIH
615
Y-Intercept (HK)
Hong Kong
$520K +$510K +1,822 New
HH
616
HWG Holdings
Texas
$517K +$15.9K +57 +3%
ACP
617
Ashfield Capital Partners
California
$513K
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$504K +$58.5K +209 +14%
HBT
619
Heartland Bank & Trust
Illinois
$499K +$481K +1,720 New
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$498K +$19.3K +69 +4%
ST
621
Spinnaker Trust
Maine
$483K
PCA
622
Personal Capital Advisors
California
$483K +$264K +944 +131%
EF
623
Empirical Finance
Pennsylvania
$479K +$80.8K +289 +21%
WKWM
624
Walter & Keenan Wealth Management
Indiana
$478K
HW
625
Hancock Whitney
Mississippi
$473K -$559 -2 -0.1%