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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
176
Clarius Group LLC
Washington
$528K +$41.6K +233 +9%
CWP
177
Curated Wealth Partners
California
$525K -$51.1K -286 -9%
EI
178
Ethic Inc
New York
$521K +$152K +853 +41%
CGA
179
Crescent Grove Advisors
Illinois
$517K +$293K +1,640 +129%
SG Americas Securities
180
SG Americas Securities
New York
$509K +$126K +708 +33%
IC
181
IEQ Capital
California
$508K +$137K +769 +37%
SI
182
Stephens Inc
Arkansas
$503K -$1.78K -10 -0.4%
SRC
183
Sage Rhino Capital
California
$503K +$34.1K +191 +7%
BL
184
Balentine LLC
Georgia
$500K -$9.64K -54 -2%
DTL
185
Dynamic Technology Lab
Singapore
$490K +$492K +2,756 New
KOMWMG
186
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$489K -$14.6K -82 -3%
HSA
187
HBK Sorce Advisory
Pennsylvania
$480K +$7.14K +40 +2%
MBT
188
Montecito Bank & Trust
California
$478K +$19.6K +110 +4%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$476K +$478K +2,680 New
BFS
190
Bradley Foster & Sargent
Connecticut
$473K -$842K -4,715 -64%
GT
191
Glenmede Trust
Pennsylvania
$462K -$63K -353 -12%
ACA
192
Atlas Capital Advisors
Wyoming
$455K +$10.4K +58 +2%
Group One Trading
193
Group One Trading
Illinois
$444K -$366K -2,050 -45%
LDB
194
Lee, Danner & Bass
Tennessee
$444K
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$444K
LFF
196
Level Four Financial
Texas
$443K +$70.9K +397 +19%
MPPW
197
Mitchell & Pahl Private Wealth
Oklahoma
$442K -$536 -3 -0.1%
PA
198
Parallel Advisors
California
$439K +$9.82K +55 +2%
RFC
199
Regions Financial Corp
Alabama
$432K -$13.9K -78 -3%
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$431K +$859K +4,813 +15,526%