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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Circle Wealth Management
New Jersey
$701K
GGHC
527
Gilder Gagnon Howe & Co
New York
$696K
BCV
528
Banque Cantonale Vaudoise
Switzerland
$694K -$81.9K -450 -12%
VIA
529
Vident Investment Advisory
Georgia
$689K -$573K -3,149 -49%
TCA
530
Transcend Capital Advisors
New Jersey
$677K -$49.1K -270 -8%
BFG
531
Bleakley Financial Group
New Jersey
$660K +$48.2K +265 +9%
SS
532
Simplicity Solutions
Minnesota
$660K +$281K +1,543 +93%
RG
533
Rathbones Group
United Kingdom
$656K
KA
534
Kozak & Associates
Colorado
$642K
CG
535
Caprock Group
Idaho
$634K +$81.9K +450 +17%
Arrowstreet Capital
536
Arrowstreet Capital
Massachusetts
$631K +$556K +3,055 New
SG
537
Stonnington Group
California
$630K +$182K +1,000 +45%
OWM
538
Opes Wealth Management
California
$627K
LB
539
Legacy Bridge
Iowa
$623K
EMG
540
ETF Managers Group
New Jersey
$622K +$8.01K +44 +1%
CAM
541
Cresset Asset Management
Illinois
$621K -$157K -864 -22%
CFA
542
Compass Financial Advisors
Indiana
$620K -$2.18K -12 -0.4%
PCM
543
Penserra Capital Management
California
$620K +$360K +1,977 +192%
ACM
544
Ascendant Capital Management
California
$620K +$546K +3,000 New
MYIA
545
Mount Yale Investment Advisors
Colorado
$619K +$546K +2,999 New
WCA
546
Westover Capital Advisors
Delaware
$616K +$542K +2,981 New
LCM
547
Landscape Capital Management
New Jersey
$612K -$205K -1,127 -28%
KWM
548
Kingsview Wealth Management
Oregon
$611K +$32.8K +180 +6%
BAM
549
Belpointe Asset Management
Nevada
$609K +$112K +616 +26%
SI
550
Stephens Inc
Arkansas
$607K -$2.91K -16 -0.5%