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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
151
Vanguard Personalized Indexing Management
California
$547K +$278K +26,437 +84%
EGM
152
Engineers Gate Manager
New York
$542K -$222K -21,149 -27%
FHA
153
Flagship Harbor Advisors
Massachusetts
$529K +$105K +9,971 +22%
SEC
154
Seven Eight Capital
New York
$514K +$572K +54,414 New
CA
155
Cetera Advisors
Colorado
$506K -$105K -9,952 -16%
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$504K +$55.2K +5,254 +11%
Edgewood Management
157
Edgewood Management
Connecticut
$500K
SCA
158
Snowden Capital Advisors
New York
$482K +$416K +39,621 +349%
PFSC
159
Peoples Financial Services Corp
Pennsylvania
$481K
EIP
160
Easterly Investment Partners
Massachusetts
$470K +$522K +49,702 New
CCM
161
Chiron Capital Management
Florida
$459K -$45.2K -4,300 -8%
QP
162
Quilter Plc
United Kingdom
$454K
VAS
163
Vestmark Advisory Solutions
Massachusetts
$429K +$94.9K +9,033 +25%
YCM
164
Yousif Capital Management
Michigan
$423K -$21K -2,000 -4%
S
165
SignatureFD
Georgia
$423K +$282K +26,868 +150%
KPWS
166
Kestra Private Wealth Services
Texas
$415K -$8.58K -816 -2%
SGC
167
Slocum, Gordon & Co
Rhode Island
$412K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$408K -$37K -3,518 -8%
BIA
169
Barry Investment Advisors
Massachusetts
$402K +$13.7K +1,300 +3%
PI
170
PEAK6 Investments
Illinois
$401K -$699K -66,480 -61%
SBH
171
Segall Bryant & Hamill
Illinois
$396K +$3.77K +359 +0.9%
William Blair & Company
172
William Blair & Company
Illinois
$394K -$101K -9,644 -19%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$393K +$8.63K +821 +2%
Brown Advisory
174
Brown Advisory
Maryland
$390K -$86.8K -8,254 -17%
JGUA
175
John G. Ullman & Associates
New York
$380K +$57.8K +5,500 +16%