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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$366K -$10.6K -58 -3%
QCM
577
Quantinno Capital Management
New York
$364K +$144K +788 +56%
TMAM
578
Tokio Marine Asset Management
Japan
$363K +$49.7K +273 +14%
CCP
579
Corient Capital Partners
California
$362K +$14.6K +80 +4%
JIC
580
Joel Isaacson & Co
New York
$360K -$46.1K -253 -8%
HIC
581
Hartline Investment Corp
Illinois
$358K -$15.3K -84 -8%
Bank Julius Baer & Co
582
Bank Julius Baer & Co
Switzerland
$356K +$340K +1,867 +633%
BPA
583
Beacon Pointe Advisors
California
$354K -$368K -2,021 -48%
VCA
584
Verdence Capital Advisors
Maryland
$353K +$199K +1,091 +104%
WAM
585
Wolverine Asset Management
Illinois
$351K -$3.25M -17,850 -89%
FTDI
586
First Trust Direct Indexing
Massachusetts
$345K +$76.9K +422 +25%
SW
587
SVB Wealth
Massachusetts
$342K -$3.28K -18 -0.9%
BFO
588
Boston Family Office
Massachusetts
$342K +$86.9K +477 +30%
VFA
589
Voya Financial Advisors
Connecticut
$340K -$3.1K -17 -0.8%
JWCA
590
J.W. Cole Advisors
Florida
$339K +$46.1K +253 +14%
JG
591
Jefferies Group
New York
$332K +$298K +1,637 +431%
AC
592
AWM Capital
Arizona
$331K +$364 +2 +0.1%
ECM
593
EMC Capital Management
Texas
$330K
PCIA
594
Prime Capital Investment Advisors
Kansas
$328K
IWM
595
IHT Wealth Management
Illinois
$327K
PFWA
596
Paces Ferry Wealth Advisors
Georgia
$327K +$28.1K +154 +8%
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K -$2.55K -14 -0.7%
MCCP
598
Mission Creek Capital Partners
California
$319K +$89.1K +489 +34%
KeyBank National Association
599
KeyBank National Association
Ohio
$317K -$420K -2,306 -55%
VAFP
600
Vahanian & Associates Financial Planning
New York
$317K +$350K +1,923 New