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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$736K +$143K +877 +27%
CSS
527
Cubist Systematic Strategies
Connecticut
$736K -$3.32M -20,417 -83%
AL
528
Aspiriant LLC
California
$730K
API
529
Advisor Partners II
California
$714K +$394K +2,421 +148%
RWA
530
Roberts Wealth Advisors
California
$712K
MAS
531
Meeder Advisory Services
Ohio
$710K +$91.2K +561 +16%
MAM
532
Morse Asset Management
Connecticut
$704K +$99.3K +611 +18%
CQS
533
Credential Qtrade Securities
$703K -$3.9K -24 -0.6%
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$699K +$646K +3,973 New
BFC
535
Blue Fin Capital
Rhode Island
$698K +$6.01K +37 +0.9%
DADC
536
D.A. Davidson & Co
Montana
$697K +$128K +790 +25%
ASN
537
Advisory Services Network
Georgia
$695K -$12.4K -76 -2%
TCM
538
Triumph Capital Management
Colorado
$695K +$139K +853 +28%
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$694K -$90.9K -559 -12%
CL
540
Choreo LLC
Illinois
$693K -$16.3K -100 -2%
NRS
541
Neville Rodie & Shaw
New York
$691K +$638K +3,925 New
CC
542
Chicago Capital
Illinois
$680K
ECG
543
EPIQ Capital Group
California
$677K -$436K -2,681 -41%
TAM
544
Titleist Asset Management
Texas
$673K -$17.4K -107 -3%
Pacer Advisors
545
Pacer Advisors
Pennsylvania
$673K +$583K +3,587 +1,514%
ETC
546
Exchange Traded Concepts
Oklahoma
$665K +$224K +1,377 +57%
SM
547
Sciencast Management
New Jersey
$664K +$623K +3,835 New
FMAEN1
548
Fund Management at Engine No 1
California
$662K +$47.5K +292 +8%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$660K +$77.5K +477 +15%
H
550
HoyleCohen
California
$660K +$57.1K +351 +10%