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Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ethic Inc
New York
$234K -$176K -940 -41%
NWAG
302
Net Worth Advisory Group
Utah
$233K -$3.38K -18 -1%
DT
303
Diversified Trust
Tennessee
$227K -$282K -1,505 -54%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$225K +$12.2K +65 +5%
HW
305
Hancock Whitney
Mississippi
$224K -$226K -1,204 -49%
BC
306
Burney Company
Virginia
$222K -$2.86M -15,263 -92%
OQS
307
Occudo Quantitative Strategies
Florida
$221K +$236K +1,259 New
LWM
308
Level Wealth Management
North Carolina
$219K +$234K +1,250 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$217K +$7.31K +39 +3%
Two Sigma Investments
310
Two Sigma Investments
New York
$215K -$2.85M -15,193 -93%
WDA
311
Wendell David Associates
New Hampshire
$208K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$205K -$12.4K -66 -5%
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$205K +$32.6K +174 +18%
CAM
314
Cresset Asset Management
Illinois
$205K -$1.16M -6,208 -84%
CAM
315
Claret Asset Management
Quebec, Canada
$201K +$1.5K +8 +0.7%
MFG
316
Merit Financial Group
Georgia
$200K +$214K +1,143 New
CFGS
317
Concourse Financial Group Securities
Alabama
$187K -$18K -96 -9%
Osaic Holdings
318
Osaic Holdings
Arizona
$174K -$118K -629 -39%
HCPC
319
Hamilton Capital Partners (Canada)
$136K +$4.5K +24 +3%
VWM
320
Venturi Wealth Management
Texas
$129K +$110K +585 +390%
A
321
AlphaQuest
New York
$117K +$124K +661 +13,220%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$95K +$36.4K +194 +56%
CYG
323
Clean Yield Group
Vermont
$87.7K
MCM
324
MAI Capital Management
Ohio
$87.7K +$93.8K +500 New
SPIA
325
Steward Partners Investment Advisory
New York
$86.1K +$66.8K +356 +264%