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Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
Ballentine Partners
Massachusetts
$352K +$13.2K +342 +4%
Vontobel Holding
502
Vontobel Holding
Switzerland
$347K -$139K -3,605 -29%
IWM
503
IHT Wealth Management
Illinois
$346K -$16.2K -421 -5%
SOS
504
Silver Oak Securities
Tennessee
$345K +$333K +8,635 New
RFC
505
Regions Financial Corp
Alabama
$342K -$6.43K -167 -2%
RPWA
506
Regent Peak Wealth Advisors
Georgia
$341K -$1.89K -49 -0.6%
UCFA
507
United Capital Financial Advisors
Texas
$340K +$7.55K +196 +2%
MSA
508
MUFG Securities Americas
New York
$333K +$55K +1,428 +21%
WIA
509
World Investment Advisors
California
$330K -$308 -8 -0.1%
AIC
510
Aurora Investment Counsel
Georgia
$329K -$20K -520 -6%
HT
511
Headlands Technologies
Illinois
$326K +$313K +8,134 New
PSP
512
Principal Street Partners
Tennessee
$326K +$5.86K +152 +2%
MFIM
513
Mesirow Financial Investment Management
Illinois
$325K +$66.2K +1,718 +27%
CL
514
Choreo LLC
Illinois
$324K +$54.5K +1,415 +21%
HKIMG
515
Hutchens & Kramer Investment Management Group
Indiana
$323K
MPM
516
MBB Public Markets
Illinois
$322K +$309K +8,024 New
MYAM
517
Meiji Yasuda Asset Management
Japan
$322K +$29.4K +762 +10%
BFC
518
Bedel Financial Consulting
Indiana
$321K
LK
519
Lumbard & Kellner
New Hampshire
$321K
3IP
520
3Chopt Investment Partners
Virginia
$317K +$305K +7,906 New
BAM
521
Blueshift Asset Management
New Jersey
$309K +$297K +7,717 New
BBHC
522
Brown Brothers Harriman & Co
New York
$309K +$51.8K +1,345 +21%
CAM
523
Cresset Asset Management
Illinois
$307K -$36.6K -951 -11%
CFO
524
Callan Family Office
Pennsylvania
$307K +$4.08K +106 +1%
JWCA
525
J.W. Cole Advisors
Florida
$305K +$293K +7,611 New