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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$674K -$520K -3,948 -42%
FBFS
202
First Business Financial Services
Wisconsin
$658K +$698K +5,294 New
BRWA
203
B. Riley Wealth Advisors
Florida
$653K +$32K +243 +5%
VT
204
Vise Technologies
New York
$651K +$16.7K +127 +2%
Vontobel Holding
205
Vontobel Holding
Switzerland
$602K +$638K +4,842 New
PFG
206
PAX Financial Group
Texas
$599K -$8.96K -68 -1%
CAM
207
Cresset Asset Management
Illinois
$596K -$10.3K -78 -2%
QI
208
Qtron Investments
Massachusetts
$586K
Baird Financial Group
209
Baird Financial Group
Wisconsin
$583K -$48K -364 -7%
BGCP
210
Bristol Gate Capital Partners
Ontario, Canada
$582K +$104K +789 +20%
OAM
211
Ostrum Asset Management
France
$576K -$708K -5,373 -54%
IG
212
ING Group
Netherlands
$575K +$21.9K +166 +4%
WA
213
Wealthstar Advisors
Texas
$573K +$608K +4,613 New
DTL
214
Dynamic Technology Lab
Singapore
$568K +$602K +4,568 New
DP
215
Dearborn Partners
Illinois
$564K +$236K +1,792 +66%
Wellington Management Group
216
Wellington Management Group
Massachusetts
$562K +$594K +4,503 New
RWM
217
Ritholtz Wealth Management
New York
$545K +$27.2K +206 +5%
PCS
218
Personal CFO Solutions
New Jersey
$544K +$791 +6 +0.1%
MGWM
219
Marks Group Wealth Management
Minnesota
$543K -$2.64K -20 -0.5%
SC
220
Syon Capital
California
$535K +$567K +4,304 New
PAS
221
Park Avenue Securities
New York
$533K +$563K +4,271 New
PSP
222
Principal Street Partners
Tennessee
$523K +$277K +2,103 +100%
FTDI
223
First Trust Direct Indexing
Massachusetts
$498K +$57.3K +435 +12%
WFI
224
West Family Investments
California
$495K +$7.91K +60 +2%
PFO
225
Pathstone Family Office
New Jersey
$490K +$183K +1,392 +55%