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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
651
Qsemble Capital Management
New York
$996K +$990K +12,900 New
EIG
652
Ellenbecker Investment Group
Wisconsin
$996K
BA
653
BCM Advisors
Louisiana
$983K
LFA
654
LGT Financial Advisors
Texas
$983K +$331K +4,308 +51%
SIA
655
SkyView Investment Advisors
New Jersey
$980K +$18.6K +243 +2%
PAS
656
Park Avenue Securities
New York
$975K +$4.45K +58 +0.5%
OPS
657
Orion Portfolio Solutions
Nebraska
$973K +$252K +3,280 +35%
BCI
658
Brinker Capital Investments
Pennsylvania
$973K +$621K +8,089 +179%
KA
659
Kintegral Advisory
New York
$970K -$51.8K -675 -5%
EDRH
660
Edmond de Rothschild Holding
Switzerland
$969K -$534K -6,953 -36%
Vontobel Holding
661
Vontobel Holding
Switzerland
$967K +$65.2K +850 +7%
BAMF
662
BI Asset Management Fondsmaeglerselskab
Denmark
$965K -$362K -4,718 -27%
SC
663
Schulhoff & Co
Ohio
$959K +$767 +10 +0.1%
MA
664
MKT Advisors
California
$959K +$1.46K +19 +0.2%
AC
665
AIFG Consultants
New York
$955K +$9.67K +126 +1%
RMC
666
Resources Management Corp
Connecticut
$947K +$694K +9,042 New
VWMG
667
Virginia Wealth Management Group
Virginia
$947K +$3.76K +49 +0.4%
CWM
668
C2C Wealth Management
Arizona
$946K +$970K +12,645 New
SMC
669
Smith, Moore & Co
Missouri
$940K +$22.2K +289 +2%
BP
670
Ballentine Partners
Massachusetts
$937K -$22.9K -299 -2%
USAA
671
United Services Automobile Association
Texas
$937K -$11.4M -148,071 -92%
JWBC
672
John W. Bristol & Co
New York
$935K
XT
673
XTX Topco
Cayman Islands
$932K +$926K +12,072 New
JE
674
JMAC Enterprises
Pennsylvania
$924K -$165K -2,151 -15%
IIM
675
Ipswich Investment Management
Massachusetts
$896K