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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$741K +$296K +7,346 +56%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$737K +$563K +13,989 +223%
II
203
Inspire Investing
Idaho
$731K +$273K +6,797 +51%
PAM
204
PineStone Asset Management
Quebec, Canada
$724K -$8.18M -203,300 -91%
SCP
205
Sivia Capital Partners
California
$717K +$357K +8,870 +82%
BJL
206
Brighton Jones LLC
Washington
$699K +$772K +19,191 New
GAA
207
Green Alpha Advisors
Colorado
$660K -$20.7K -514 -3%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$649K +$503K +12,498 +217%
MFG
209
Merit Financial Group
Georgia
$648K +$183K +4,543 +34%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$633K -$325K -8,075 -32%
Victory Capital Management
211
Victory Capital Management
Texas
$620K +$42.4K +1,053 +7%
IWC
212
Integrated Wealth Concepts
Massachusetts
$614K +$376K +9,341 +124%
MCA
213
Martin Capital Advisors
Texas
$605K -$18.9K -470 -3%
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$593K +$4.59K +114 +0.7%
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$584K -$65.8K -1,636 -9%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$569K +$2.94K +73 +0.5%
Corient Private Wealth
217
Corient Private Wealth
Florida
$568K +$258K +6,410 +64%
AW
218
Alchemi Wealth
Connecticut
$561K +$3.02K +75 +0.5%
FPAS
219
Focus Partners Advisor Solutions
Missouri
$556K +$334K +8,303 +119%
VanEck Associates
220
VanEck Associates
New York
$539K +$134K +3,340 +29%
CAU
221
Caxton Associates (UK)
$526K +$581K +14,436 New
CRC
222
Curi RMB Capital
Illinois
$523K +$1.33K +33 +0.2%
HT
223
Headlands Technologies
Illinois
$503K -$235K -5,839 -30%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$487K +$55.9K +1,389 +12%
QC
225
Quadrature Capital
United Kingdom
$483K -$753K -18,721 -59%