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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
751
Beacon Pointe Advisors
California
$992K -$1.79K -11 -0.2%
EI
752
Ellevest Inc
New York
$983K +$15.8K +97 +2%
RI
753
Rinkey Investments
California
$979K – – –
VSQM
754
V-Square Quantitative Management
Illinois
$973K +$338K +2,079 +54%
OIA
755
OneDigital Investment Advisors
Kansas
$970K -$136K -835 -12%
SPC
756
Sigma Planning Corp
Michigan
$968K +$744K +4,570 +337%
PP
757
Patten & Patten
Tennessee
$966K -$16.3K -100 -2%
DPIM
758
Duff & Phelps Investment Management
Illinois
$962K +$27.5K +169 +3%
BP
759
Ballentine Partners
Massachusetts
$961K -$173K -1,060 -15%
AIP
760
ARS Investment Partners
New York
$960K -$11.6K -71 -1%
VIM
761
VELA Investment Management
Ohio
$959K – – –
LC
762
Lindbrook Capital
California
$958K +$6.35K +39 +0.7%
BL
763
BFSG LLC
California
$954K -$31.7K -195 -3%
DAM
764
Doheny Asset Management
California
$949K +$131K +806 +16%
WT
765
Whittier Trust
California
$948K +$5.7K +35 +0.6%
ASN
766
Advisory Services Network
Georgia
$946K -$185K -1,136 -16%
FIM
767
Freedom Investment Management
Connecticut
$944K +$346K +2,127 +58%
CF
768
Centaurus Financial
California
$943K +$940K +5,778 New
DWT
769
Dorsey & Whitney Trust
South Dakota
$941K +$49.8K +306 +6%
WPC
770
Wedmont Private Capital
Pennsylvania
$936K +$13.2K +81 +1%
OCBCO
771
Oversea-Chinese Banking Corp (OCBC)
Singapore
$933K – – –
CG
772
CFO4Life Group
Texas
$932K +$929K +5,709 New
QCG
773
Quadrant Capital Group
Ohio
$927K +$39.9K +245 +5%
FFM
774
Forum Financial Management
Illinois
$918K -$1.3K -8 -0.1%
FNBT
775
FineMark National Bank & Trust
Florida
$911K -$11.9K -73 -1%
29 30
31
32 33