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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
526
Brighton Jones LLC
Washington
$1.93M +$793K +3,626 +85%
SC
527
Stance Capital
Massachusetts
$1.92M +$243K +1,111 +17%
AFS
528
AFG Fiduciary Services
Massachusetts
$1.92M +$97.4K +445 +6%
OL
529
Optas LLC
Texas
$1.92M -$5.03K -23 -0.3%
Bank of Montreal
530
Bank of Montreal
Ontario, Canada
$1.91M -$12.3M -56,296 -88%
PS
531
Principal Securities
Iowa
$1.91M +$213K +974 +14%
EDRH
532
Edmond de Rothschild Holding
Switzerland
$1.89M -$875 -4 -0.1%
Rafferty Asset Management
533
Rafferty Asset Management
New York
$1.88M -$246K -1,125 -13%
BP
534
Ballentine Partners
Massachusetts
$1.88M +$24.5K +112 +1%
N
535
Numerai
California
$1.86M -$99.1K -453 -6%
S
536
SignatureFD
Georgia
$1.85M +$41.6K +190 +3%
KM
537
KP Management
Minnesota
$1.84M -$2.19M -10,000 -57%
FFA
538
Florida Financial Advisors
Florida
$1.82M +$399K +1,823 +32%
LNWTC
539
Laird Norton Wetherby Trust Company
Washington
$1.82M +$100K +459 +7%
GAA
540
Green Alpha Advisors
Colorado
$1.82M +$1.53K +7 +0.1%
FAOAI
541
Fund Advisors of America Inc
Florida
$1.81M -$217K -991 -12%
CPIG
542
Chicago Partners Investment Group
Illinois
$1.78M +$908K +4,150 +156%
Envestnet Portfolio Solutions
543
Envestnet Portfolio Solutions
Illinois
$1.77M +$161K +738 +11%
FWP
544
FAS Wealth Partners
Kansas
$1.77M +$120K +549 +8%
RWA
545
Redhawk Wealth Advisors
Minnesota
$1.76M +$1.57M +7,161 New
CAM
546
Cresset Asset Management
Illinois
$1.75M +$281K +1,284 +22%
VI
547
Vestcor Inc
New Brunswick, Canada
$1.74M +$218K +997 +16%
CL
548
Choreo LLC
Illinois
$1.73M +$88.4K +404 +6%
IFM
549
ION Fund Management
$1.72M +$1.53M +7,000 New
BA
550
Bridgewater Advisors
New York
$1.71M -$7.66K -35 -0.6%