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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
$386K +$8.05K +172 +2%
Fiera Capital (Canada)
252
Fiera Capital (Canada)
Quebec, Canada
$385K +$11.4K +243 +3%
FAFN
253
First Affirmative Financial Network
Colorado
$382K +$82K +1,752 +26%
FFM
254
Forum Financial Management
Illinois
$380K +$106K +2,268 +37%
OL
255
Optas LLC
Texas
$374K +$9.23K +197 +2%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$371K +$12.5K +267 +3%
CC
257
Callan Capital
California
$368K -$48.9K -1,044 -11%
PS
258
Principal Securities
Iowa
$365K +$102K +2,169 +37%
RYIA
259
Roehl & Yi Investment Advisors
Oregon
$360K +$371K +7,925 New
JG
260
Jain Global
New York
$359K +$370K +7,911 New
RPA
261
Rock Point Advisors
Vermont
$358K -$2.34K -50 -0.6%
DP
262
Dearborn Partners
Illinois
$358K +$1.83K +39 +0.5%
CGL
263
Clarius Group LLC
Washington
$357K -$28K -597 -7%
WTC
264
WhitTier Trust Company
Nevada
$352K +$178K +3,791 +96%
William Blair & Company
265
William Blair & Company
Illinois
$350K -$5.99K -128 -2%
PP
266
PDS Planning
Ohio
$350K +$5.2K +111 +1%
Squarepoint
267
Squarepoint
New York
$350K -$937K -20,010 -72%
IC
268
Iconiq Capital
California
$344K +$131K +2,806 +59%
HNB
269
Huntington National Bank
Ohio
$341K +$46.6K +994 +15%
LFA
270
Legacy Financial Advisors
Kentucky
$341K +$8.05K +172 +2%
PWM
271
Perigon Wealth Management
California
$334K +$33.1K +707 +11%
SW
272
SVB Wealth
Massachusetts
$334K +$344K +7,352 New
NP
273
Nilsine Partners
Colorado
$333K +$8.99K +192 +3%
ACC
274
Acorn Creek Capital
Colorado
$329K -$1.22K -26 -0.4%
SRC
275
Sage Rhino Capital
California
$323K -$2.53K -54 -0.8%