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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$588K +$531 +8 +0.1%
GT
302
Glenmede Trust
Pennsylvania
$584K +$133 +2 +0%
IAA
303
Independent Advisor Alliance
North Carolina
$584K +$2.12K +32 +0.5%
CFB
304
Cullen/Frost Bankers
Texas
$580K
Verition Fund Management
305
Verition Fund Management
Connecticut
$577K -$652K -9,832 -59%
HWAM
306
Hennion & Walsh Asset Management
New Jersey
$562K
LCM
307
LRT Capital Management
Texas
$559K -$79.7K -1,201 -15%
TPW
308
Transatlantique Private Wealth
New York
$543K -$6.5K -98 -1%
FP
309
Fiduciary Planning
Florida
$532K
CCM
310
Coldstream Capital Management
Washington
$531K +$12.6K +190 +3%
RFA
311
Register Financial Advisors
Georgia
$531K -$995 -15 -0.2%
CA
312
Cullinan Associates
Kentucky
$530K
BPA
313
Beacon Pointe Advisors
California
$523K +$91.4K +1,378 +28%
CAM
314
Cresset Asset Management
Illinois
$517K +$414K +6,242 New
OGF
315
Orin Green Financial
California
$510K
WIC
316
Whitegate Investment Counselors
New Hampshire
$505K
WMA
317
Wealth Management Associates
New Jersey
$493K
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$490K -$78.1K -1,178 -17%
AWS
319
Atria Wealth Solutions
New York
$484K +$168K +2,531 +76%
SPA
320
Sherbrooke Park Advisers
New York
$484K -$154K -2,317 -28%
WG
321
Winton Group
United Kingdom
$477K -$10.6K -160 -3%
BAM
322
Blueshift Asset Management
New Jersey
$475K +$69.4K +1,047 +22%
RJFSA
323
Raymond James Financial Services Advisors
Florida
$474K -$23.3K -351 -6%
ProShare Advisors
324
ProShare Advisors
Maryland
$473K -$10K -151 -3%
CAN
325
Cetera Advisor Networks
California
$466K +$32.2K +486 +9%