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Name Holding Trade Value Shares
Change
Change in
Stake
ICG
501
InterOcean Capital Group
Tennessee
$710K +$3.7K +7 +0.6%
PA
502
Pinnacle Associates
New York
$710K +$32.8K +62 +5%
QI
503
Qtron Investments
Massachusetts
$709K +$234K +442 +54%
SAS
504
Stelac Advisory Services
New York
$686K
S
505
SignatureFD
Georgia
$669K +$13.2K +25 +2%
SCA
506
Snowden Capital Advisors
New York
$669K +$22.7K +43 +4%
BWP
507
BSW Wealth Partners
Colorado
$663K -$11.1K -21 -2%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$659K +$203K +384 +48%
SPC
509
Sigma Planning Corp
Michigan
$650K +$15.3K +29 +3%
HCA
510
Harbor Capital Advisors
Illinois
$649K +$527K +997 +612%
BAAM
511
Baker Avenue Asset Management
California
$648K +$600K +1,134 +4,930%
CWA
512
Clarus Wealth Advisors
Arizona
$636K +$356K +673 +130%
AWM
513
Angeles Wealth Management
California
$628K +$50.3K +95 +9%
Verition Fund Management
514
Verition Fund Management
Connecticut
$622K -$1.33M -2,512 -69%
NA
515
Navellier & Associates
Nevada
$617K +$32.3K +61 +6%
KeyBank National Association
516
KeyBank National Association
Ohio
$617K -$13.8K -26 -2%
BPA
517
Beacon Pointe Advisors
California
$612K +$74.6K +141 +15%
EWM
518
Evercore Wealth Management
New York
$603K
Rockefeller Capital Management
519
Rockefeller Capital Management
New York
$600K -$168K -318 -23%
SLG
520
Stanley-Laman Group
Pennsylvania
$598K -$8.99K -17 -2%
CGL
521
Clarius Group LLC
Washington
$573K -$1.59K -3 -0.3%
FTDI
522
First Trust Direct Indexing
Massachusetts
$570K +$77.8K +147 +17%
CIC
523
Cornercap Investment Counsel
Georgia
$560K -$1.98M -3,750 -79%
HA
524
Harbor Advisors
Florida
$560K
AIP
525
Ameritas Investment Partners
Nebraska
$555K