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Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
SkyOak Wealth
Michigan
$332K
HH
377
Hilltop Holdings
Texas
$332K +$62.7K +735 +22%
WFI
378
West Family Investments
California
$329K +$347K +4,065 New
William Blair & Company
379
William Blair & Company
Illinois
$327K -$9.72K -114 -3%
VWA
380
V Wealth Advisors
Kansas
$326K -$36.3K -426 -10%
OIA
381
OneDigital Investment Advisors
Kansas
$326K +$15.5K +182 +5%
CGL
382
Clarius Group LLC
Washington
$324K +$8.36K +98 +3%
PWMG
383
Pinnacle Wealth Management Group
Michigan
$320K
BBA
384
BLB&B Advisors
Pennsylvania
$316K -$8.53K -100 -2%
SBH
385
Segall Bryant & Hamill
Illinois
$310K -$23.9K -280 -7%
LFG
386
Larson Financial Group
Missouri
$307K -$15.2K -178 -4%
MSAM
387
Moloney Securities Asset Management
Missouri
$305K +$256 +3 +0.1%
SW
388
SVB Wealth
Massachusetts
$304K -$18.7K -219 -6%
SP
389
Symmetry Partners
Connecticut
$304K
TCA
390
Transcend Capital Advisors
New Jersey
$304K +$304K +3,562 New
GT
391
Greenleaf Trust
Michigan
$293K +$45.7K +536 +17%
EWM
392
Evercore Wealth Management
New York
$292K
PSUF
393
People's United Financial
Connecticut
$291K -$13.9K -163 -4%
HAG
394
HighPoint Advisor Group
Illinois
$291K -$8.7K -102 -3%
AIP
395
Ameritas Investment Partners
Nebraska
$291K
IIC
396
Ironwood Investment Counsel
Arizona
$287K
AssetMark Inc
397
AssetMark Inc
California
$287K +$20.3K +238 +7%
BAMG
398
Brand Asset Management Group
Missouri
$284K +$682 +8 +0.2%
PWA
399
Physician Wealth Advisors
Utah
$279K
NA
400
NewEdge Advisors
Louisiana
$278K