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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Blume Capital Management
California
$61K
RWA
227
Ropes Wealth Advisors
Massachusetts
$61K
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$61K +$68.5K +1,994 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
229
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57K +$64.3K +1,872 New
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$55K +$66.7K +1,941 New
AssetMark Inc
231
AssetMark Inc
California
$50K +$51.7K +1,505 +1,368%
KBG
232
Kahn Brothers Group
New York
$46.1K -$10.6M -308,674 -100%
QCG
233
Quadrant Capital Group
Ohio
$45K +$50.7K +1,475 New
Bessemer Group
234
Bessemer Group
New Jersey
$41K
TFS
235
TrustCore Financial Services
Tennessee
$38K
GT
236
Glenmede Trust
Pennsylvania
$35K
CYG
237
Clean Yield Group
Vermont
$34K +$38.1K +1,109 New
NICM
238
Neo Ivy Capital Management
New York
$32K -$96.7K -2,816 -73%
SIAS
239
Shine Investment Advisory Services
Colorado
$31K
TCOV
240
Trust Company of Vermont
Vermont
$31K
First Manhattan
241
First Manhattan
New York
$30K
SPIA
242
Steward Partners Investment Advisory
New York
$30K
VFA
243
Valeo Financial Advisors
Indiana
$26K +$10.1K +293 +57%
HFA
244
HC Financial Advisors
California
$25K +$28.2K +821 New
FHA
245
First Horizon Advisors
Tennessee
$24K -$5.22K -152 -16%
PA
246
Parallel Advisors
California
$22K +$2.68K +78 +12%
VAIA
247
Virtus Alternative Investment Advisers
Connecticut
$21K +$24K +700 New
HR
248
Howe & Rusling
New York
$18K
PFSC
249
Peoples Financial Services Corp
Pennsylvania
$18K
GWM
250
Geneos Wealth Management
Colorado
$16K