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Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
Choreo LLC
Illinois
$199K -$11.5K -883 -5%
MG
102
Mather Group
Illinois
$194K
KWM
103
Keebeck Wealth Management
Illinois
$185K +$182K +14,058 New
M&T Bank
104
M&T Bank
New York
$181K -$65K -5,005 -27%
GT
105
Glenmede Trust
Pennsylvania
$178K -$87.5K -6,737 -33%
QT
106
Quantbot Technologies
New York
$176K +$174K +13,441 New
TSS
107
Two Sigma Securities
New York
$176K +$174K +13,388 New
EWA
108
EverSource Wealth Advisors
Alabama
$175K +$40K +3,080 +30%
PAS
109
Park Avenue Securities
New York
$174K -$9.64K -743 -5%
CFO
110
Callan Family Office
Pennsylvania
$171K -$372K -28,694 -69%
GT
111
Greenleaf Trust
Michigan
$162K +$160K +12,346 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$161K -$3.79K -292 -2%
JFGLC
113
Johnson Financial Group LLC (Colorado)
Colorado
$158K +$156K +12,004 New
VCM
114
Versant Capital Management
Arizona
$156K -$44K -3,391 -22%
PSP
115
Principal Street Partners
Tennessee
$156K
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$154K +$150K +11,551 New
VWM
117
Venturi Wealth Management
Texas
$153K +$152K +11,677 New
Neuberger Berman Group
118
Neuberger Berman Group
New York
$152K +$151K +11,602 New
KeyBank National Association
119
KeyBank National Association
Ohio
$147K +$145K +11,180 New
STA
120
Summit Trail Advisors
New York
$144K +$142K +10,972 New
VT
121
Vise Technologies
New York
$143K
SP
122
SmartHarvest Portfolios
Washington
$134K +$133K +10,236 New
CCM
123
Coldstream Capital Management
Washington
$133K +$131K +10,115 New
PA
124
Parallel Advisors
California
$129K +$8.09K +623 +7%
BWA
125
Basecamp Wealth Advisors
Washington
$119K -$415 -32 -0.4%