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Name Holding Trade Value Shares
Change
Change in
Stake
O
501
Ossiam
France
$720K +$134K +253 +24%
ICG
502
InterOcean Capital Group
Tennessee
$710K +$3.7K +7 +0.6%
PA
503
Pinnacle Associates
New York
$710K +$32.8K +62 +5%
QI
504
Qtron Investments
Massachusetts
$709K +$234K +442 +54%
SAS
505
Stelac Advisory Services
New York
$686K – – –
S
506
SignatureFD
Georgia
$669K +$13.2K +25 +2%
SCA
507
Snowden Capital Advisors
New York
$669K +$22.7K +43 +4%
BWP
508
BSW Wealth Partners
Colorado
$663K -$11.1K -21 -2%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$659K +$203K +384 +48%
SPC
510
Sigma Planning Corp
Michigan
$650K +$15.3K +29 +3%
HCA
511
Harbor Capital Advisors
Illinois
$649K +$527K +997 +612%
BAAM
512
Baker Avenue Asset Management
California
$648K +$600K +1,134 +4,930%
CWA
513
Clarus Wealth Advisors
Arizona
$636K +$356K +673 +130%
AWM
514
Angeles Wealth Management
California
$628K +$50.3K +95 +9%
Verition Fund Management
515
Verition Fund Management
Connecticut
$622K -$1.33M -2,512 -69%
NA
516
Navellier & Associates
Nevada
$617K +$32.3K +61 +6%
KeyBank National Association
517
KeyBank National Association
Ohio
$617K -$13.8K -26 -2%
BPA
518
Beacon Pointe Advisors
California
$612K +$74.6K +141 +15%
EWM
519
Evercore Wealth Management
New York
$603K – – –
Rockefeller Capital Management
520
Rockefeller Capital Management
New York
$600K -$168K -318 -23%
SLG
521
Stanley-Laman Group
Pennsylvania
$598K -$8.99K -17 -2%
CGL
522
Clarius Group LLC
Washington
$573K -$1.59K -3 -0.3%
FTDI
523
First Trust Direct Indexing
Massachusetts
$570K +$77.8K +147 +17%
CIC
524
Cornercap Investment Counsel
Georgia
$560K -$1.98M -3,750 -79%
HA
525
Harbor Advisors
Florida
$560K – – –