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Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
351
Rothschild & Co Asset Management US
Connecticut
$948K
Creative Planning
352
Creative Planning
Kansas
$925K +$38.8K +172 +4%
PCS
353
Personal CFO Solutions
New Jersey
$922K -$21.9K -97 -2%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$910K +$3.16K +14 +0.3%
WP
355
WealthShield Partners
North Carolina
$877K +$959K +4,254 New
Simplex Trading
356
Simplex Trading
Illinois
$874K +$956K +4,241 New
HAG
357
HighPoint Advisor Group
Illinois
$859K +$920K +4,082 New
V
358
Veritable
Delaware
$856K -$39.7K -176 -4%
RB
359
Rodgers Brothers
Pennsylvania
$856K -$33.8K -150 -3%
CC
360
Cipher Capital
New York
$851K +$930K +4,126 New
KeyBank National Association
361
KeyBank National Association
Ohio
$841K -$71K -315 -7%
WF
362
Welch & Forbes
Massachusetts
$827K
EWM
363
Evercore Wealth Management
New York
$796K
WCF
364
West Coast Financial
California
$789K -$40.8K -181 -5%
Verition Fund Management
365
Verition Fund Management
Connecticut
$787K +$861K +3,819 New
PFG
366
PAX Financial Group
Texas
$786K +$64.3K +285 +8%
S
367
SignatureFD
Georgia
$776K -$20.1K -89 -2%
SCM
368
Seascape Capital Management
New Hampshire
$767K -$9.7K -43 -1%
SF
369
Synovus Financial
Georgia
$766K +$32.2K +143 +4%
FT
370
Fiduciary Trust
Massachusetts
$764K -$6.54K -29 -0.8%
SG Americas Securities
371
SG Americas Securities
New York
$756K +$338K +1,498 +69%
AWS
372
Atria Wealth Solutions
New York
$755K +$309K +1,369 +60%
ARMT
373
Amica Retiree Medical Trust
Rhode Island
$748K +$57.5K +255 +8%
PP
374
PDT Partners
New York
$747K +$817K +3,623 New
CCM
375
Conway Capital Management
California
$733K +$451 +2 +0.1%