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Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
401
Northwestern Mutual Investment Management Company
Wisconsin
$650K -$331 -8 -0.1%
ASN
402
Advisory Services Network
Georgia
$647K +$9.69K +234 +2%
UBP
403
Union Bancaire Privee
Switzerland
$647K -$327K -7,890 -31%
BCV
404
Banque Cantonale Vaudoise
Switzerland
$647K +$619K +14,953 New
VWM
405
Venturi Wealth Management
Texas
$641K -$58.4K -1,411 -9%
SC
406
Savant Capital
Illinois
$640K -$124 -3 -0%
ABLA
407
Alan B. Lancz & Associates
Ohio
$639K
EF
408
Empirical Finance
Pennsylvania
$637K +$6.75K +163 +1%
CSP
409
Cary Street Partners
Virginia
$635K -$95.4K -2,305 -14%
KeyBank National Association
410
KeyBank National Association
Ohio
$633K -$72.1K -1,741 -11%
CB
411
Commerce Bank
Missouri
$631K -$19K -458 -3%
AFG
412
Atomi Financial Group
New York
$628K +$112K +2,706 +23%
VCA
413
Verdence Capital Advisors
Maryland
$626K +$10.1K +245 +2%
YIH
414
Y-Intercept (HK)
Hong Kong
$613K -$996K -24,060 -63%
GIA
415
Gladstone Institutional Advisory
Florida
$613K -$124 -3 -0%
SPC
416
Sigma Planning Corp
Michigan
$609K -$411K -9,930 -41%
HWM
417
HB Wealth Management
Georgia
$608K +$33.9K +820 +6%
Focus Partners Wealth
418
Focus Partners Wealth
Massachusetts
$606K -$334K -8,056 -37%
KB
419
Kimelman & Baird
New York
$604K
NLGIA
420
Nippon Life Global Investors Americas
New York
$596K +$570K +13,760 New
CIS
421
Custom Index Systems
New York
$594K +$173K +4,190 +44%
VEA
422
Virtus ETF Advisers
New York
$593K -$299K -7,221 -35%
FCM
423
Frontier Capital Management
Massachusetts
$587K -$5.42K -131 -1%
AIC
424
Archer Investment Corporation
Indiana
$586K +$53.8K +1,300 +11%
VSQM
425
V-Square Quantitative Management
Illinois
$576K +$21.1K +509 +4%