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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
476
Concourse Financial Group Securities
Alabama
$714K -$48.5K -311 -7%
AP
477
Appleton Partners
Massachusetts
$713K -$420K -2,692 -39%
AIIMS
478
Analyst IMS Investment Management Services
Israel
$712K +$4.83K +31 +0.7%
BPA
479
Beacon Pointe Advisors
California
$707K +$159K +1,020 +32%
BL
480
BFSG LLC
California
$705K +$657K +4,211 New
HCM
481
Horiko Capital Management
New York
$703K -$46.8K -300 -7%
WG
482
Winton Group
United Kingdom
$691K -$204K -1,306 -24%
CAPTRUST Financial Advisors
483
CAPTRUST Financial Advisors
North Carolina
$691K +$28.1K +180 +5%
LCM
484
Landscape Capital Management
New Jersey
$685K
CT
485
Chicago Trust
Illinois
$681K +$11.7K +75 +2%
Cerity Partners
486
Cerity Partners
New York
$676K -$16.4K -105 -3%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$674K +$101K +650 +19%
CG
488
Cutler Group
California
$672K -$1.57M -10,081 -71%
MFS
489
Monetta Financial Services
Illinois
$669K +$624K +4,000 New
SWM
490
Sendero Wealth Management
Texas
$665K +$319K +2,045 +106%
LPIC
491
LeJeune Puetz Investment Counsel
Michigan
$654K +$181K +1,162 +42%
SIA
492
Strategic Investment Advisors
Michigan
$651K +$53.6K +344 +10%
Baird Financial Group
493
Baird Financial Group
Wisconsin
$641K -$83K -532 -12%
BCV
494
Banque Cantonale Vaudoise
Switzerland
$638K -$76.6K -491 -11%
AWA
495
Alta Wealth Advisors
Massachusetts
$634K +$202K +1,298 +52%
Verition Fund Management
496
Verition Fund Management
Connecticut
$629K -$511K -3,279 -47%
RAG
497
RIA Advisory Group
Iowa
$629K +$586K +3,757 New
CS
498
Comerica Securities
Michigan
$627K -$93.3K -598 -14%
CAM
499
Cresset Asset Management
Illinois
$618K -$18.7K -120 -3%
CGH
500
Crossmark Global Holdings
Texas
$614K +$245K +1,570 +75%