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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
701
Van Hulzen Asset Management
California
$347K +$340K +7,436 New
IIM
702
Intact Investment Management
Quebec, Canada
$336K -$82.3K -1,800 -20%
TA
703
Tiedemann Advisors
New York
$330K +$685 +15 +0.2%
VC
704
Vicus Capital
Pennsylvania
$327K -$98.5K -2,156 -24%
STA
705
Summit Trail Advisors
New York
$323K +$109K +2,387 +53%
Qube Research & Technologies (QRT)
706
Qube Research & Technologies (QRT)
United Kingdom
$322K -$116K -2,538 -27%
BC
707
Burney Company
Virginia
$322K -$70.6K -1,546 -18%
DWT
708
Dorsey & Whitney Trust
South Dakota
$322K +$316K +6,920 New
MWM
709
Mission Wealth Management
California
$318K -$135K -2,946 -30%
IUHSA
710
Itau Unibanco Holding S.A.
Brazil
$318K -$8.5K -186 -3%
PI
711
PEAK6 Investments
Illinois
$317K +$310K +6,792 New
1WA
712
180 Wealth Advisors
Washington
$312K -$22.4K -490 -7%
BHC
713
Bowen Hanes & Co
Florida
$311K – – –
CPA
714
Cowen Prime Advisors
New York
$311K – – –
WPW
715
Waldron Private Wealth
Pennsylvania
$308K +$2.01K +44 +0.7%
LC
716
Loews Corp
New York
$305K – – –
DAS
717
Dynamic Advisor Solutions
Arizona
$302K +$296K +6,469 New
FB
718
Fulton Bank
Pennsylvania
$297K +$31K +678 +12%
TNBTD
719
Trustmark National Bank Trust Department
Mississippi
$293K +$68.5K +1,500 +31%
BWM
720
Buckley Wealth Management
Nevada
$290K +$3.2K +70 +1%
WAM
721
Wealthspire Advisors (Maryland)
Maryland
$290K +$17.1K +375 +6%
IA
722
IFG Advisory
Georgia
$288K +$40.4K +884 +17%
CCM
723
Covington Capital Management
California
$284K – – –
WB
724
WesBanco Bank
West Virginia
$283K -$1.1K -24 -0.4%
MHS
725
M Holdings Securities
Oregon
$283K +$37K +809 +15%