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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$991K
CSIC
502
Clifford Swan Investment Counsel
California
$990K -$117K -1,500 -10%
Baird Financial Group
503
Baird Financial Group
Wisconsin
$988K -$322K -4,128 -23%
FT
504
Fiduciary Trust
Massachusetts
$969K +$27.8K +357 +3%
OAM
505
Oxford Asset Management
United Kingdom
$961K +$1.05M +13,472 New
VSQM
506
V-Square Quantitative Management
Illinois
$961K +$26.6K +341 +3%
HAG
507
HighPoint Advisor Group
Illinois
$944K +$83K +1,065 +9%
ODA
508
One Degree Advisors
California
$940K
MIM
509
Morningstar Investment Management
Illinois
$936K +$223K +2,863 +28%
SIG
510
Stonegate Investment Group
Alabama
$921K -$32.6K -419 -3%
PGFC
511
Peapack-Gladstone Financial Corp
New Jersey
$906K +$551K +7,069 +126%
IP
512
Ignite Planners
California
$898K +$98.2K +1,261 +12%
S
513
SimplyRich
California
$892K -$98.2K -1,261 -9%
DAS
514
Diversify Advisory Services
Utah
$881K +$702K +9,013 +336%
BPA
515
Beacon Pointe Advisors
California
$876K +$119K +1,526 +14%
UBP
516
Union Bancaire Privee
Switzerland
$876K -$26.7M -342,528 -96%
HH
517
Hilltop Holdings
Texas
$875K +$542K +6,953 +131%
KCM
518
Kornitzer Capital Management
Kansas
$871K
TC
519
TwinBeech Capital
New York
$864K +$943K +12,103 New
RBI
520
Raiffeisen Bank International
Austria
$863K -$255K -3,276 -21%
TT
521
TI-Trust
Illinois
$859K
CFG
522
Cooper Financial Group
California
$855K +$21.1K +271 +2%
AF
523
Allworth Financial
California
$850K -$6.39K -82 -0.7%
CW
524
CreativeOne Wealth
Kansas
$837K +$37.3K +479 +4%
SI
525
Stephens Inc
Arkansas
$834K -$34.2K -439 -4%