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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
401
Evercore Wealth Management
New York
$288K – – –
IIC
402
Ironwood Investment Counsel
Arizona
$284K -$16.7K -200 -5%
HR
403
Hayden Royal
North Carolina
$280K -$25.1K -300 -8%
BAMG
404
Brand Asset Management Group
Missouri
$280K +$670 +8 +0.2%
B
405
Bailard
California
$279K – – –
SB
406
Simmons Bank
Arkansas
$277K – – –
PWA
407
Physician Wealth Advisors
Utah
$276K – – –
NA
408
NewEdge Advisors
Louisiana
$275K -$6.61K -79 -2%
CIA
409
Capital Investment Advisors
Georgia
$272K +$84 +1 +0%
DA
410
Detalus Advisors
Missouri
$272K +$1.17K +14 +0.4%
FMBTD
411
First Midwest Bank Trust Division
Illinois
$271K -$24.3K -290 -8%
OC
412
Oppenheimer & Co
New York
$269K +$1.26K +15 +0.4%
ETI
413
Enterprise Trust & Investment
California
$269K +$30.6K +365 +12%
HH
414
Hilltop Holdings
Texas
$269K +$46.6K +557 +20%
CBT
415
CoreFirst Bank & Trust
Kansas
$267K – – –
OPS
416
Orion Portfolio Solutions
Nebraska
$267K +$279K +3,338 New
Marshall Wace
417
Marshall Wace
United Kingdom
$266K +$278K +3,321 New
CI
418
Conning Inc
Connecticut
$265K -$24.2K -289 -8%
AssetMark Inc
419
AssetMark Inc
California
$265K +$30.5K +364 +12%
JIP
420
JBJ Investment Partners
South Carolina
$258K – – –
DFCM
421
Dark Forest Capital Management
Puerto Rico
$258K +$270K +3,227 New
PMFA
422
Plante Moran Financial Advisors
Michigan
$257K – – –
VF
423
Virtu Financial
New York
$256K +$268K +3,201 New
IG
424
ING Group
Netherlands
$255K -$1.14M -13,586 -81%
Jones Financial Companies
425
Jones Financial Companies
Missouri
$251K -$35.8K -428 -12%