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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
201
YorkBridge Wealth Partners
New York
$918K -$235K -1,687 -21%
MSA
202
Marino Stram & Associates
Massachusetts
$918K +$911K +6,539 New
QI
203
Qtron Investments
Massachusetts
$913K +$220K +1,580 +32%
BAM
204
Blueshift Asset Management
New Jersey
$907K +$899K +6,454 New
NEI
205
Northwest & Ethical Investments
Ontario, Canada
$898K -$567K -4,070 -39%
GT
206
Greenleaf Trust
Michigan
$878K +$27.6K +198 +3%
PAG
207
Private Advisor Group
New Jersey
$875K +$142K +1,022 +20%
DWT
208
Dorsey & Whitney Trust
South Dakota
$850K +$8.08K +58 +1%
B
209
Bailard
California
$850K +$492K +3,534 +140%
1832 Asset Management
210
1832 Asset Management
Ontario, Canada
$848K +$316K +2,268 +60%
CFSG
211
Community Financial Services Group
Vermont
$837K +$52.9K +380 +7%
S
212
SignatureFD
Georgia
$823K +$189K +1,356 +30%
WI
213
WrapManager Inc
California
$818K -$58.1K -417 -7%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$817K +$45.7K +328 +6%
HTC
215
Haverford Trust Company
Pennsylvania
$811K +$4.18K +30 +0.5%
SCM
216
SOL Capital Management
Maryland
$797K -$5.15K -37 -0.6%
AIM
217
Aigen Investment Management
New York
$791K +$16.4K +118 +2%
VSWA
218
Vontobel Swiss Wealth Advisors
Switzerland
$786K +$237K +1,700 +44%
PAS
219
Park Avenue Securities
New York
$770K +$42.5K +305 +6%
TC
220
TownSquare Capital
Utah
$767K +$315K +2,261 +72%
SG Americas Securities
221
SG Americas Securities
New York
$763K -$30.1K -216 -4%
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$758K +$87.6K +629 +13%
RWM
223
Ritholtz Wealth Management
New York
$749K +$214K +1,534 +40%
IAA
224
Independent Advisor Alliance
North Carolina
$746K
BCM
225
BTC Capital Management
Iowa
$745K -$68.2K -490 -8%