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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
526
Crestwood Advisors Group
Massachusetts
$707K – – –
CWM
527
Circle Wealth Management
New Jersey
$701K – – –
GGHC
528
Gilder Gagnon Howe & Co
New York
$696K – – –
BCV
529
Banque Cantonale Vaudoise
Switzerland
$694K -$81.9K -450 -12%
VIA
530
Vident Investment Advisory
Georgia
$689K -$573K -3,149 -49%
TCA
531
Transcend Capital Advisors
New Jersey
$677K -$49.1K -270 -8%
BFG
532
Bleakley Financial Group
New Jersey
$660K +$48.2K +265 +9%
SS
533
Simplicity Solutions
Minnesota
$660K +$281K +1,543 +93%
RG
534
Rathbones Group
United Kingdom
$656K – – –
KA
535
Kozak & Associates
Colorado
$642K – – –
CG
536
Caprock Group
Idaho
$634K +$81.9K +450 +17%
Arrowstreet Capital
537
Arrowstreet Capital
Massachusetts
$631K +$556K +3,055 New
SG
538
Stonnington Group
California
$630K +$182K +1,000 +45%
OWM
539
Opes Wealth Management
California
$627K – – –
LB
540
Legacy Bridge
Iowa
$623K – – –
EMG
541
ETF Managers Group
New Jersey
$622K +$8.01K +44 +1%
CAM
542
Cresset Asset Management
Illinois
$621K -$157K -864 -22%
CFA
543
Compass Financial Advisors
Indiana
$620K -$2.18K -12 -0.4%
PCM
544
Penserra Capital Management
California
$620K +$360K +1,977 +192%
ACM
545
Ascendant Capital Management
California
$620K +$546K +3,000 New
MYIA
546
Mount Yale Investment Advisors
Colorado
$619K +$546K +2,999 New
WCA
547
Westover Capital Advisors
Delaware
$616K +$542K +2,981 New
LCM
548
Landscape Capital Management
New Jersey
$612K -$205K -1,127 -28%
KWM
549
Kingsview Wealth Management
Oregon
$611K +$32.8K +180 +6%
BAM
550
Belpointe Asset Management
Nevada
$609K +$112K +616 +26%