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Name Holding Trade Value Shares
Change
Change in
Stake
MDA
701
Minot DeBlois Advisors
Massachusetts
$580K +$6.59K +145 +1%
MAS
702
Meeder Advisory Services
Ohio
$578K -$86.3K -1,897 -12%
Bessemer Group
703
Bessemer Group
New Jersey
$574K -$216K -4,743 -26%
GI
704
GAMMA Investing
California
$574K -$269K -5,924 -31%
SWM
705
Selective Wealth Management
Virginia
$573K -$13.3K -292 -3%
MWAM
706
Manhattan West Asset Management
California
$570K -$5.69K -125 -0.9%
WANY
707
Wealthspire Advisors (New York)
New York
$569K +$134K +2,953 +29%
GAA
708
Green Alpha Advisors
Colorado
$568K +$1.41K +31 +0.2%
PA
709
Probity Advisors
Texas
$564K -$91.2K -2,004 -13%
MC
710
Moors & Cabot
Massachusetts
$553K -$77.2K -1,698 -12%
OWA
711
One Wealth Advisors
California
$553K -$34.5K -758 -6%
CAM
712
Cidel Asset Management
Ontario, Canada
$551K +$116K +2,559 +25%
PIM
713
Plato Investment Management
Australia
$546K +$262K +5,771 +83%
BFG
714
Bleakley Financial Group
New Jersey
$545K -$199K -4,374 -26%
AP
715
Advisortrust Partners
North Carolina
$542K +$105K +2,314 +23%
RGC
716
Roberts, Glore & Co
Illinois
$540K -$542K -11,926 -49%
CIA
717
Capital Investment Advisors
Georgia
$539K +$3.82K +84 +0.7%
HCA
718
Harbour Capital Advisors
Virginia
$536K -$30K -660 -5%
EWA
719
EverSource Wealth Advisors
Alabama
$534K -$30K -659 -5%
BPCE
720
Bank Pictet & Cie (Europe)
Germany
$532K +$40.5K +891 +8%
PW
721
Paladin Wealth
Minnesota
$532K +$90.1K +1,980 +19%
PFS
722
Prospera Financial Services
Texas
$530K -$301K -6,622 -35%
FPAS
723
Focus Partners Advisor Solutions
Missouri
$528K -$480K -10,551 -46%
MGIA
724
Moneta Group Investment Advisors
Missouri
$528K -$42.3K -929 -7%
QI
725
Qtron Investments
Massachusetts
$527K -$25.9K -570 -4%