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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
326
Vestmark Advisory Solutions
Massachusetts
$675K +$187K +3,157 +40%
FI
327
Financial Insights
Washington
$666K +$65K +1,099 New
HTI
328
Hikari Tsushin Inc
Japan
$655K
SW
329
SVB Wealth
Massachusetts
$653K +$25.9K +437 +4%
CL
330
CPWM LLC
Washington
$651K -$137K -2,309 -18%
PA
331
Pinnacle Associates
New York
$644K -$15.2K -257 -2%
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
$643K +$41.4K +700 +7%
ANRIA
333
American National Registered Investment Advisor
Texas
$635K -$4.26K -72 -0.7%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$634K -$14.1K -239 -2%
NL
335
NWAM LLC
Washington
$631K +$43.8K +741 +8%
CA
336
Cetera Advisors
Colorado
$631K +$64.9K +1,097 +12%
Cerity Partners
337
Cerity Partners
New York
$620K -$59.2K -1,000 -9%
BRWA
338
B. Riley Wealth Advisors
Florida
$618K +$604K +10,206 New
SCM
339
Southport Capital Management
Tennessee
$617K -$2.42M -40,938 -80%
OQS
340
Occudo Quantitative Strategies
Florida
$617K +$602K +10,172 New
GT
341
Glenmede Trust
Pennsylvania
$608K -$28.4K -480 -5%
USGIU
342
U.S. Global Investors (USGI)
Texas
$606K
BTWM
343
Baker Tilly Wealth Management
Wisconsin
$601K +$95.8K +1,619 +20%
S
344
SignatureFD
Georgia
$599K +$330K +5,586 +130%
GIBU
345
Gulf International Bank (UK)
United Kingdom
$573K -$29.6K -500 -5%
SC
346
Sepio Capital
Utah
$570K +$172K +2,900 +45%
MIM
347
Marco Investment Management
Georgia
$565K
HCM
348
HGI Capital Management
New York
$563K -$12.8K -217 -2%
IAA
349
Ironsides Asset Advisors
North Carolina
$562K +$145K +2,455 +36%
Verition Fund Management
350
Verition Fund Management
Connecticut
$551K -$2.54K -43 -0.5%