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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
551
Hummer Financial Advisory Services
Illinois
$316K – – –
SWM
552
Shakespeare Wealth Management
Wisconsin
$316K +$3.22K +15 +1%
BFM
553
Boothbay Fund Management
New York
$312K +$318K +1,482 New
WTB
554
Washington Trust Bank
Washington
$310K – – –
KCP
555
Kera Capital Partners
California
$307K +$114K +532 +57%
GJWM
556
Gilliland Jeter Wealth Management
Arkansas
$306K -$8.15K -38 -3%
DAS
557
Dynamic Advisor Solutions
Arizona
$305K +$36.2K +169 +13%
CFG
558
Citizens Financial Group
Rhode Island
$305K +$66.3K +309 +27%
MC
559
Machina Capital
France
$304K +$310K +1,446 New
MAM
560
Meeder Asset Management
Ohio
$299K -$236K -1,100 -44%
CLGM
561
Capitolis Liquid Global Markets
New York
$298K -$2.06M -9,586 -87%
TCA
562
Transcend Capital Advisors
New Jersey
$296K +$301K +1,406 New
GLA
563
Great Lakes Advisors
Illinois
$292K -$19.1K -89 -6%
VA
564
Valmark Advisers
Ohio
$290K +$643 +3 +0.2%
Vontobel Holding
565
Vontobel Holding
Switzerland
$290K +$38.8K +181 +15%
ACIM
566
Azimuth Capital Investment Management
Michigan
$286K -$5.15K -24 -2%
VAS
567
Vestmark Advisory Solutions
Massachusetts
$286K +$68.2K +318 +31%
WSC
568
Wellington Shields & Co
New York
$284K – – –
CA
569
Clearstead Advisors
Ohio
$281K +$31.1K +145 +12%
William Blair & Company
570
William Blair & Company
Illinois
$280K -$198K -922 -41%
AU
571
AlphaGrep UK
$279K -$179K -836 -39%
CHAM
572
Clear Harbor Asset Management
Connecticut
$274K – – –
CCA
573
Childress Capital Advisors
Texas
$271K +$276K +1,285 New
HNB
574
Huntington National Bank
Ohio
$270K +$72.5K +338 +36%
VAG
575
VisionPoint Advisory Group
Texas
$267K +$31.3K +146 +13%