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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
526
Radnor Capital Management
Pennsylvania
$959K +$53.5K +400 +6%
JIC
527
Johnson Investment Counsel
Ohio
$958K +$268K +2,001 +39%
MWM
528
Mission Wealth Management
California
$952K -$69.7K -521 -7%
Walleye Capital
529
Walleye Capital
New York
$951K -$524K -3,917 -36%
CL
530
Choreo LLC
Illinois
$943K +$329K +2,461 +54%
SP
531
SWS Partners
Ohio
$912K -$101K -755 -10%
P8IP
532
Pier 88 Investment Partners
California
$911K
NEI
533
Northwest & Ethical Investments
Ontario, Canada
$910K -$189K -1,415 -17%
IC
534
IEQ Capital
California
$902K -$354K -2,646 -28%
MIP
535
Marietta Investment Partners
Wisconsin
$894K
LFAS
536
Level Four Advisory Services
Texas
$894K +$136K +1,020 +16%
Lido Advisors
537
Lido Advisors
California
$894K +$75.1K +561 +9%
DAS
538
Dynamic Advisor Solutions
Arizona
$893K +$6.29K +47 +0.7%
TCOV
539
Trust Company of Vermont
Vermont
$890K -$18.9K -141 -2%
VSQM
540
V-Square Quantitative Management
Illinois
$888K +$121K +907 +16%
VanEck Associates
541
VanEck Associates
New York
$883K +$61.3K +458 +7%
Capstone Investment Advisors
542
Capstone Investment Advisors
New York
$876K -$189K -1,414 -18%
CWM
543
Circle Wealth Management
New Jersey
$868K
PCS
544
Personal CFO Solutions
New Jersey
$862K -$4.55K -34 -0.5%
LFG
545
Lazard Frères Gestion
France
$852K +$68.2K +510 +9%
VEA
546
Virtus ETF Advisers
New York
$849K -$17.9K -134 -2%
BC
547
Burney Company
Virginia
$849K
WFG
548
Wormser Freres Gestion
France
$838K +$46.8K +350 +6%
MSK
549
Melissa S. Kampmann
$825K -$131K -980 -14%
AIM
550
Aquila Investment Management
New York
$810K