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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Arkansas Financial Group
Arkansas
$214K
BCM
502
Bridgeway Capital Management
Texas
$214K
PM
503
Parametrica Management
Hong Kong
$214K +$207K +1,000 New
AL
504
Aspiriant LLC
California
$213K -$4.13K -20 -2%
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$212K +$1.86K +9 +0.9%
IH
506
IFC Holdings
Florida
$210K -$39.5K -191 -16%
Fisher Asset Management
507
Fisher Asset Management
Washington
$209K +$202K +979 New
CAM
508
Congress Asset Management
Massachusetts
$207K -$398K -1,925 -67%
GSBTD
509
Glenview State Bank Trust Department
Illinois
$205K +$198K +956 New
GC
510
Grimes & Company
Massachusetts
$204K +$197K +951 New
B
511
Bailard
California
$202K -$24.6K -119 -11%
LOAMS
512
Lombard Odier Asset Management (Switzerland)
Switzerland
$200K +$193K +936 New
DZ Bank
513
DZ Bank
Germany
$191K -$215K -1,042 -54%
NFG
514
Next Financial Group
Texas
$185K +$21.5K +104 +14%
AW
515
Alpha Windward
Massachusetts
$178K
CHP
516
Cable Hill Partners
Oregon
$168K +$94.9K +459 +140%
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$164K +$34.1K +165 +28%
CCS
518
Crosspoint Capital Strategies
California
$155K
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$149K +$26.9K +130 +23%
LC
520
Landaas & Company
Wisconsin
$147K +$142K +686 New
AF
521
Allworth Financial
California
$146K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$14.5K +70 +11%
RP
523
Rowlandmiller & Partners
Georgia
$143K
BAM
524
Barrett Asset Management
New York
$139K
AssetMark Inc
525
AssetMark Inc
California
$137K -$6.4M -30,964 -98%