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VMRK

Vivmark Residential

Name Holding Trade Value Shares
Change
Change in
Stake
S
351
SimplyRich
California
$873K -$20.6K -233 -2%
Baird Financial Group
352
Baird Financial Group
Wisconsin
$836K +$64.4K +730 +9%
MIFH
353
Migdal Insurance & Financial Holdings
Israel
$834K -$207K -2,346 -20%
HFW
354
Horizon Family Wealth
Illinois
$833K +$1.59K +18 +0.2%
E
355
Ergoteles
New York
$832K +$438K +4,960 +116%
AssetMark Inc
356
AssetMark Inc
California
$829K +$94.1K +1,066 +13%
KPW
357
Kore Private Wealth
New York
$826K +$12K +136 +2%
DGAM
358
Desjardins Global Asset Management
Quebec, Canada
$810K -$3.44K -39 -0.4%
SAM
359
Strategy Asset Managers
California
$807K +$792K +8,970 New
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$806K -$305K -3,458 -28%
PA
361
Profund Advisors
Maryland
$774K -$376K -4,260 -33%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$771K -$1.92M -21,800 -72%
BPWM
363
Badgley Phelps Wealth Managers
Washington
$767K – – –
PA
364
Probity Advisors
Texas
$764K -$37.3K -422 -5%
CA
365
Cornerstone Advisory
Maryland
$760K -$58.4K -662 -7%
DT
366
Diversified Trust
Tennessee
$741K -$217K -2,455 -23%
BSA
367
Bull Street Advisors
Georgia
$737K – – –
DF
368
Donoghue Forlines
Massachusetts
$731K +$717K +8,126 New
CT
369
Clearstead Trust
Maine
$706K – – –
ST
370
Spinnaker Trust
Maine
$706K – – –
WT
371
Whittier Trust
California
$692K +$1.5K +17 +0.2%
PP
372
Prudential plc
United Kingdom
$687K +$675K +7,643 New
BDF
373
Balasa Dinverno & Foltz
$676K – – –
AWM
374
AE Wealth Management
Kansas
$675K +$37.7K +427 +6%
FTDI
375
First Trust Direct Indexing
Massachusetts
$669K -$85.2K -965 -11%