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Name Holding Trade Value Shares
Change
Change in
Stake
MC
501
Machina Capital
France
$460K +$445K +1,913 New
QI
502
Qtron Investments
Massachusetts
$456K
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$456K +$442K +1,897 New
HP
504
Haven Private
Florida
$453K +$132K +569 +43%
OAM
505
Oxford Asset Management
United Kingdom
$450K +$437K +1,875 New
PCS
506
Personal CFO Solutions
New Jersey
$450K -$415K -1,783 -49%
QL
507
Quarry LP
New York
$449K +$358K +1,538 +463%
Vontobel Holding
508
Vontobel Holding
Switzerland
$448K -$47.5K -204 -10%
BFA
509
Beaumont Financial Advisors
Massachusetts
$446K +$1.4K +6 +0.3%
COI
510
Connable Office Inc
Michigan
$446K -$592K -2,543 -58%
CFO
511
Callan Family Office
Pennsylvania
$441K +$427K +1,836 New
FPAS
512
Focus Partners Advisor Solutions
Missouri
$441K +$130K +559 +44%
GAG
513
GM Advisory Group
New York
$440K +$17.9K +77 +4%
BCM
514
Bayesian Capital Management
New York
$438K +$425K +1,824 New
SPWG
515
Sage Private Wealth Group
Illinois
$428K +$21.7K +93 +6%
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
$427K -$24.9K -107 -6%
CG
517
Cynosure Group
Utah
$425K +$61.2K +263 +17%
LFAS
518
Level Four Advisory Services
Texas
$421K -$123K -527 -23%
NONA
519
Ninety One North America
New York
$417K -$73.3K -315 -15%
PWS
520
Peterson Wealth Services
Utah
$414K +$931 +4 +0.2%
PFG
521
PAX Financial Group
Texas
$414K -$54.5K -234 -12%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$410K -$1.86K -8 -0.5%
EI
523
Ethic Inc
New York
$410K +$18.4K +79 +5%
BC
524
Bayforest Capital
United Kingdom
$410K +$265K +1,140 +202%
MCM
525
MAI Capital Management
Ohio
$408K +$55.9K +240 +16%