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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$582K +$2.04K +483 +0.3%
CCIA
102
Campbell & Co Investment Adviser
Maryland
$575K +$19.7K +4,653 +3%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$572K -$2.81K -665 -0.5%
GS
104
GTS Securities
Florida
$569K +$578K +136,719 New
LNWWM
105
Laird Norton Wetherby Wealth Management
California
$569K -$5.12K -1,211 -0.9%
TSS
106
Two Sigma Securities
New York
$561K -$504K -119,254 -47%
PI
107
PEAK6 Investments
Illinois
$551K +$561K +132,547 New
Corient Private Wealth
108
Corient Private Wealth
Florida
$509K -$215K -50,941 -30%
VIA
109
Vident Investment Advisory
Georgia
$503K +$53.5K +12,641 +12%
MM
110
MQS Management
New York
$501K +$509K +120,444 New
FIM
111
Freedom Investment Management
Connecticut
$493K -$932K -220,495 -65%
SCM
112
SOL Capital Management
Maryland
$486K -$142K -33,600 -22%
FFN
113
Focus Financial Network
Minnesota
$483K -$279K -65,982 -36%
SWP
114
Stratos Wealth Partners
Ohio
$473K -$4.76K -1,125 -1%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$470K -$36.5K -8,633 -7%
AllianceBernstein
116
AllianceBernstein
Tennessee
$452K -$2.44K -576 -0.5%
CAN
117
Cetera Advisor Networks
California
$449K -$39.5K -9,350 -8%
Lazard Asset Management
118
Lazard Asset Management
New York
$444K -$6M -1,417,917 -93%
Franklin Resources
119
Franklin Resources
California
$441K +$239K +56,552 +114%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$433K -$7.98K -1,887 -2%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$419K -$25.5K -6,040 -6%
EI
122
Ethic Inc
New York
$414K -$139K -32,776 -25%
PFO
123
Pathstone Family Office
New Jersey
$412K -$427K -101,039 -51%
AWS
124
Atria Wealth Solutions
New York
$408K +$1.93K +456 +0.5%
BCI
125
Brinker Capital Investments
Pennsylvania
$400K -$41.8K -9,884 -9%