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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
676
Red Door Wealth Management
Tennessee
$277K
RWB
677
RMR Wealth Builders
New Jersey
$271K
GD
678
Grandfield & Dodd
New York
$270K
CL
679
Choreo LLC
Illinois
$269K
PA
680
Parallel Advisors
California
$266K -$24.2K -795 -8%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$266K +$74.8K +2,460 +40%
PA
682
Pinnacle Associates
New York
$263K
WANY
683
Wealthspire Advisors (New York)
New York
$261K +$2.28K +75 +0.9%
AA
684
ALPS Advisors
Colorado
$261K +$258K +8,475 New
Vanguard Personalized Indexing Management
685
Vanguard Personalized Indexing Management
California
$258K +$255K +8,400 New
FNBT
686
FineMark National Bank & Trust
Florida
$256K -$31.9K -1,050 -11%
CA
687
Cetera Advisors
Colorado
$256K +$16K +525 +7%
MSAM
688
Moloney Securities Asset Management
Missouri
$254K
WCM
689
Washington Capital Management
Washington
$254K
GG
690
Gofen & Glossberg
Illinois
$254K +$251K +8,250 New
DL
691
DOHJ LLC
Washington
$253K +$257K +8,445 New
PSUF
692
People's United Financial
Connecticut
$251K
SIC
693
Sigma Investment Counselors
Michigan
$251K
CW
694
CreativeOne Wealth
Kansas
$250K +$247K +8,130 New
MWM
695
Mission Wealth Management
California
$249K
TC
696
Telemus Capital
Michigan
$248K -$9.12K -300 -4%
GIA
697
Gateway Investment Advisers
Ohio
$243K -$10K -330 -4%
FAAS
698
First Allied Advisory Services
California
$243K -$9.12K -300 -4%
LSAG
699
Lake Street Advisors Group
New Hampshire
$243K -$1.82K -60 -0.8%
BPA
700
Beacon Pointe Advisors
California
$243K +$456 +15 +0.2%