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Name Holding Trade Value Shares
Change
Change in
Stake
ETCM
351
Evolutionary Tree Capital Management
Virginia
$1.37M -$612K -9,106 -27%
IWC
352
Integrated Wealth Concepts
Massachusetts
$1.33M +$1.09M +16,179 +219%
CCS
353
Concentric Capital Strategies
Connecticut
$1.33M +$700K +10,425 +79%
MFP
354
Meramec Financial Planners
Missouri
$1.32M
WP
355
Woodline Partners
California
$1.3M +$822K +12,239 +114%
WWA
356
WCG Wealth Advisors
Nevada
$1.29M -$27.1K -403 -2%
VI
357
Vestcor Inc
New Brunswick, Canada
$1.29M -$42.7K -636 -3%
GWMR
358
GC Wealth Management RIA
Massachusetts
$1.29M +$10.7K +159 +0.7%
BFG
359
Bleakley Financial Group
New Jersey
$1.28M +$359K +5,347 +31%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$1.27M -$87.2K -1,299 -5%
OAC
361
OMERS Administration Corp
Ontario, Canada
$1.24M +$416K +6,198 +39%
SCB
362
Saudi Central Bank
Saudi Arabia
$1.23M +$1.46M +21,754 New
AC
363
Avory & Company
Florida
$1.22M +$1.45M +21,653 New
AAM
364
Azzad Asset Management
Virginia
$1.22M +$116K +1,730 +9%
William Blair & Company
365
William Blair & Company
Illinois
$1.21M -$350K -5,211 -20%
IFWM
366
Institute for Wealth Management
Colorado
$1.21M +$632K +9,406 +78%
PA
367
Profund Advisors
Maryland
$1.2M -$175K -2,606 -11%
BJL
368
Brighton Jones LLC
Washington
$1.19M +$1.41M +21,062 New
AWA
369
Arkadios Wealth Advisors
Georgia
$1.19M +$933K +13,893 +195%
BC
370
Burney Company
Virginia
$1.15M -$537 -8 -0%
AMCA
371
Arthur M. Cohen & Associates
Illinois
$1.15M -$3.29K -49 -0.2%
PCA
372
Pallas Capital Advisors
Massachusetts
$1.15M -$3.45M -51,325 -72%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$1.14M +$400K +5,953 +42%
PCM
374
Penserra Capital Management
California
$1.12M -$6M -89,322 -82%
PCM
375
Polymer Capital Management
New York
$1.11M +$735K +10,948 +126%