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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$459K +$280K +10,402 +83%
SCA
152
Snowden Capital Advisors
New York
$455K +$62.6K +2,324 +16%
MOS
153
MGO One Seven
Ohio
$452K +$135K +5,028 +45%
LWAM
154
Legacy Wealth Asset Management
Minnesota
$427K -$1.45M -53,710 -78%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$417K
QCG
156
Quadrant Capital Group
Ohio
$409K +$70K +2,600 +21%
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$409K +$397K +14,749 New
ANTB
158
AMG National Trust Bank
Colorado
$404K +$135 +5 +0%
FOA
159
Five Oceans Advisors
California
$403K
MPPW
160
Mitchell & Pahl Private Wealth
Oklahoma
$388K +$15.7K +583 +4%
GI
161
Gradient Investments
Minnesota
$384K -$16.2K -603 -4%
NW
162
NewEdge Wealth
Pennsylvania
$383K +$5.28K +196 +1%
BHPW
163
Beverly Hills Private Wealth
California
$371K +$360K +13,382 New
CCA
164
Checchi Capital Advisers
California
$366K +$3.5K +130 +1%
Fiera Capital (Canada)
165
Fiera Capital (Canada)
Quebec, Canada
$351K -$429K -15,927 -56%
William Blair & Company
166
William Blair & Company
Illinois
$350K -$1.26K -47 -0.4%
VWM
167
Venturi Wealth Management
Texas
$332K -$1.75K -65 -0.5%
V
168
Veritable
Delaware
$326K +$3.26K +121 +1%
CA
169
Clearstead Advisors
Ohio
$321K
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$320K +$32.1K +1,194 +12%
CGL
171
Clarius Group LLC
Washington
$320K +$85.1K +3,161 +38%
GT
172
Greenleaf Trust
Michigan
$319K -$3.58K -133 -1%
EVM
173
Evelyn V. Moreno
$315K
GCM
174
Gallacher Capital Management
Colorado
$302K +$293K +10,895 New
HIA
175
Harbor Investment Advisory
Maryland
$301K -$11.1K -412 -4%