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Name Holding Trade Value Shares
Change
Change in
Stake
V
501
Veritable
Delaware
$837K +$82.9K +1,349 +12%
HJGA
502
Hardman Johnston Global Advisors
Connecticut
$831K -$92.2K -1,500 -11%
ACP
503
Aveo Capital Partners
Colorado
$829K +$42.3K +688 +6%
MCM
504
Monarch Capital Management
Indiana
$820K +$289K +4,700 +60%
AWAP
505
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$819K +$5.41K +88 +0.7%
CPA
506
Cardiff Park Advisors
California
$819K +$1.17K +19 +0.2%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$813K -$61.2K -996 -7%
JCM
508
Jag Capital Management
Missouri
$802K
AC
509
Allstate Corporation
Illinois
$801K +$11.9K +194 +2%
AIM
510
Allstate Investment Management
Illinois
$801K +$750K +12,197 New
SSB
511
Sandy Spring Bank
Maryland
$800K -$13.5K -220 -2%
FFM
512
Forum Financial Management
Illinois
$791K
AWS
513
Arkfeld Wealth Strategies
Nebraska
$791K +$1.78K +29 +0.3%
BFG
514
Bleakley Financial Group
New Jersey
$790K +$739K +12,031 New
CCIA
515
Campbell & Co Investment Adviser
Maryland
$783K +$94.3K +1,535 +15%
PVM
516
Palogic Value Management
Texas
$782K +$731K +11,900 New
SCA
517
Snowden Capital Advisors
New York
$780K +$19.4K +315 +3%
Voloridge Investment Management
518
Voloridge Investment Management
Florida
$775K -$1M -16,275 -58%
PCM
519
Penserra Capital Management
California
$768K +$719K +11,701 New
UH
520
Unigestion Holding
Switzerland
$764K +$712K +11,582 New
PFG
521
PAX Financial Group
Texas
$762K -$83.6K -1,361 -11%
LF
522
Lee Financial
Texas
$757K
TA
523
Tiedemann Advisors
New York
$754K +$5.65K +92 +0.8%
AIP
524
Ameritas Investment Partners
Nebraska
$753K
FM
525
Freemont Management
Switzerland
$749K