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Name Holding Trade Value Shares
Change
Change in
Stake
BL
126
Balentine LLC
Georgia
$463K -$88.6K -30,631 -15%
CGH
127
Crossmark Global Holdings
Texas
$416K -$3.37K -1,166 -0.7%
CP
128
CenterBook Partners
Connecticut
$411K -$255K -88,150 -36%
SFA
129
Sequoia Financial Advisors
Ohio
$405K +$9.04K +3,126 +2%
MML Investors Services
130
MML Investors Services
Massachusetts
$387K -$40.9K -14,140 -9%
SAM
131
Storebrand Asset Management
Norway
$383K
JFG
132
Jefferies Financial Group
New York
$365K +$409K +141,573 New
BCI
133
Brinker Capital Investments
Pennsylvania
$360K -$25.7K -8,874 -6%
OPS
134
Orion Portfolio Solutions
Nebraska
$360K -$25.7K -8,874 -6%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$360K +$404K +139,666 New
UBS AM
136
UBS AM
Illinois
$360K -$15.3K -5,300 -4%
HJIM
137
Henry James International Management
New York
$335K +$50.7K +17,516 +16%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$335K -$100K -34,661 -21%
PAM
139
Panagora Asset Management
Massachusetts
$335K +$21.1K +7,294 +6%
Vanguard Personalized Indexing Management
140
Vanguard Personalized Indexing Management
California
$331K +$126K +43,705 +52%
VC
141
Veracity Capital
Georgia
$330K -$234K -80,909 -39%
CS
142
Credit Suisse
Switzerland
$327K -$18.9K -6,532 -5%
JF
143
Jump Financial
Illinois
$310K +$233K +80,641 +204%
MGWM
144
Marks Group Wealth Management
Minnesota
$308K -$1.51K -522 -0.4%
LNWWM
145
Laird Norton Wetherby Wealth Management
California
$307K +$11.6K +4,010 +3%
TI
146
Tidal Investments
Wisconsin
$307K +$18.7K +6,474 +6%
PI
147
Putnam Investments
Massachusetts
$302K +$21.1K +7,294 +7%
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$302K -$78.1K -27,000 -19%
P
149
Pitcairn
Pennsylvania
$291K -$16.2K -5,611 -5%
MCC
150
Malaga Cove Capital
California
$290K