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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
326
Venturi Wealth Management
Texas
$679K +$62.8K +786 +11%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$678K -$173K -2,170 -21%
OIA
328
OneDigital Investment Advisors
Kansas
$676K -$45.3K -567 -7%
SIM
329
Studio Investment Management
Illinois
$670K -$17.7K -222 -3%
CIA
330
Caerus Investment Advisors
Texas
$668K +$640K +8,007 New
RCM
331
Radnor Capital Management
Pennsylvania
$668K
URS
332
Utah Retirement Systems
Utah
$664K
Baird Financial Group
333
Baird Financial Group
Wisconsin
$661K +$48K +601 +8%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$653K +$17.7K +222 +3%
TRCT
335
Tower Research Capital (TRC)
New York
$644K +$132K +1,653 +27%
PWM
336
Perigon Wealth Management
California
$619K +$86.5K +1,082 +17%
YMRC
337
Yorktown Management & Research Company
Virginia
$614K
HWM
338
HB Wealth Management
Georgia
$610K +$235K +2,946 +68%
COI
339
Connable Office Inc
Michigan
$610K -$63.8K -798 -10%
CPIG
340
Chicago Partners Investment Group
Illinois
$607K +$333K +4,163 +142%
William Blair & Company
341
William Blair & Company
Illinois
$605K +$19.4K +243 +3%
TPI
342
Trust Point Inc
Wisconsin
$605K -$30.9K -386 -5%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$602K +$133K +1,659 +30%
Aviva
344
Aviva
United Kingdom
$590K +$564K +7,062 New
CFO
345
Callan Family Office
Pennsylvania
$583K +$558K +6,984 New
IWC
346
Integrated Wealth Concepts
Massachusetts
$582K +$247K +3,086 +79%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$581K
MAS
348
Meeder Advisory Services
Ohio
$569K -$959 -12 -0.2%
CCIA
349
Campbell & Co Investment Adviser
Maryland
$560K -$517K -6,468 -49%
ECM
350
Evergreen Capital Management
Washington
$549K +$120K +1,502 +30%