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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
JGP Wealth Management
Oregon
$752K +$46.1K +227 +6%
BCI
402
Brinker Capital Investments
Pennsylvania
$737K -$203 -1 -0%
OPS
403
Orion Portfolio Solutions
Nebraska
$737K -$203 -1 -0%
CA
404
Claro Advisors
Massachusetts
$734K -$32.1K -158 -4%
VA
405
Vident Advisory
Georgia
$729K -$569K -2,805 -42%
Balyasny Asset Management
406
Balyasny Asset Management
Illinois
$726K +$769K +3,791 New
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$709K -$12.4K -61 -2%
Acadian Asset Management
408
Acadian Asset Management
Massachusetts
$704K +$616K +3,037 +472%
CL
409
Choreo LLC
Illinois
$700K +$758K +3,737 New
WS
410
Wedbush Securities
California
$699K +$207K +1,022 +39%
BPA
411
Beacon Pointe Advisors
California
$695K -$69K -340 -9%
I
412
InceptionR
California
$694K +$736K +3,627 New
SW
413
Simplicity Wealth
New Jersey
$690K +$23.3K +115 +3%
OWA
414
Outlook Wealth Advisors
Texas
$686K +$727K +3,584 New
MYIA
415
Mount Yale Investment Advisors
Colorado
$677K -$25K -123 -3%
GAM
416
Groupama Asset Management
France
$669K -$355K -1,748 -33%
Fuller & Thaler Asset Management
417
Fuller & Thaler Asset Management
California
$657K +$696K +3,430 New
PIM
418
Plato Investment Management
Australia
$652K +$44.6K +220 +7%
BC
419
Blackhill Capital
New Jersey
$651K
GIA
420
Gateway Investment Advisers
Ohio
$649K -$161K -792 -19%
Vontobel Holding
421
Vontobel Holding
Switzerland
$646K -$2.12M -10,460 -76%
GCM
422
Graham Capital Management
Connecticut
$646K +$685K +3,374 New
KA
423
Kintegral Advisory
New York
$644K -$371K -1,829 -35%
IMCOOI
424
Investment Management Corp of Ontario (IMCO)
Canada
$636K +$183K +900 +37%
OCM
425
Orion Capital Management
California
$623K -$60.9K -300 -8%