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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Evercore Wealth Management
New York
$474K -$7.56K -18 -2%
CAPTRUST Financial Advisors
502
CAPTRUST Financial Advisors
North Carolina
$470K +$319K +759 +210%
GC
503
Gilbert & Cook
Iowa
$470K +$471K +1,122 New
SCA
504
Snowden Capital Advisors
New York
$466K +$122K +290 +35%
EMG
505
ETF Managers Group
New Jersey
$463K +$61.8K +147 +15%
CF
506
Copperwynd Financial
Arizona
$444K +$63K +150 +16%
MFG
507
Menard Financial Group
Texas
$441K +$22.7K +54 +5%
CI
508
Conning Inc
Connecticut
$434K -$48.3K -115 -10%
OWM
509
OneAscent Wealth Management
Alabama
$424K +$425K +1,011 New
WFC
510
Western Financial Corp
California
$422K +$45.8K +109 +12%
PP
511
Paloma Partners
Connecticut
$421K -$718K -1,710 -63%
Acadian Asset Management
512
Acadian Asset Management
Massachusetts
$419K -$111K -264 -21%
HA
513
Harbor Advisors
Florida
$419K
SS
514
Simplicity Solutions
Minnesota
$413K -$2.22M -5,277 -84%
SP
515
Symmetry Partners
Connecticut
$409K -$2.52K -6 -0.6%
PTC
516
Private Trust Company
Ohio
$403K +$150K +356 +59%
SCM
517
SevenOneSeven Capital Management
Pennsylvania
$397K +$1.26K +3 +0.3%
WI
518
WrapManager Inc
California
$395K -$140K -333 -26%
FC
519
Forte Capital
New York
$395K +$17.6K +42 +5%
IFWM
520
Institute for Wealth Management
Colorado
$394K +$53.8K +128 +16%
QI
521
QS Investors
New York
$388K
WSFS
522
Wilmington Savings Fund Society
Delaware
$379K
GBT
523
Grove Bank & Trust
Florida
$378K -$85.7K -204 -18%
PAM
524
Paradigm Asset Management
New York
$377K -$42K -100 -10%
CGL
525
Clarius Group LLC
Washington
$377K +$28.6K +68 +8%