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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$1.18M -$40.2K -367 -3%
IP
477
Intellectus Partners
California
$1.16M +$17.2K +157 +1%
ZI
478
ZEGA Investments
Florida
$1.15M +$1.15M +10,500 New
PA
479
Pinnacle Associates
New York
$1.15M -$58K -530 -5%
CI Investments Inc
480
CI Investments Inc
Ontario, Canada
$1.14M +$945K +8,638 +372%
BCWM
481
Bartlett & Co Wealth Management
Ohio
$1.13M
VEA
482
Virtus ETF Advisers
New York
$1.12M +$200K +1,826 +20%
TCCM
483
Timber Creek Capital Management
Massachusetts
$1.12M -$438 -4 -0%
IAN
484
Integrated Advisors Network
Texas
$1.1M -$303K -2,772 -21%
DRP
485
Decker Retirement Planning
Utah
$1.1M +$1.15M +10,533 New
AAIS
486
ABN AMRO Investment Solutions
$1.07M
ODA
487
One Degree Advisors
California
$1.06M
FAIM
488
Financial Advocates Investment Management
Washington
$1.06M +$766 +7 +0.1%
AIA
489
Affinity Investment Advisors
California
$1.05M -$698K -6,377 -39%
CM
490
Crestline Management
Texas
$1.04M +$1.09M +9,971 New
DWM
491
DecisionMap Wealth Management
Virginia
$1.04M +$1.09M +9,970 New
WG
492
Winton Group
United Kingdom
$1.03M +$1.09M +9,949 New
FFM
493
Forum Financial Management
Illinois
$1.03M -$60.6K -554 -5%
LA
494
LM Advisors
California
$1.02M +$1.05M +9,549 New
PL
495
Perpetual Ltd
Australia
$1.02M -$228K -2,083 -18%
LFAS
496
Level Four Advisory Services
Texas
$1.01M -$134K -1,227 -11%
GFPC
497
Global Financial Private Client
Florida
$1.01M +$10.6K +97 +1%
GWS
498
Greykasell Wealth Strategies
California
$996K +$1.05M +9,572 New
EWM
499
Empirical Wealth Management
Washington
$988K +$19.3K +176 +2%
DWM
500
Dakota Wealth Management
Florida
$980K -$5.36K -49 -0.5%