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Name Holding Trade Value Shares
Change
Change in
Stake
OC
401
Oppenheimer & Co
New York
$345K +$81.8K +955 +29%
LWA
402
Lowe Wealth Advisors
Maryland
$338K
CCM
403
Coldstream Capital Management
Washington
$337K +$1.03K +12 +0.3%
SW
404
SkyOak Wealth
Michigan
$335K
GT
405
Glenmede Trust
Pennsylvania
$329K
CWM
406
CarsonAllaria Wealth Management
Illinois
$328K -$230K -2,690 -40%
PAG
407
Private Advisor Group
New Jersey
$326K -$428 -5 -0.1%
PWMG
408
Pinnacle Wealth Management Group
Michigan
$323K
CGL
409
Clarius Group LLC
Washington
$322K -$1.37K -16 -0.4%
JF
410
Jump Financial
Illinois
$318K -$437K -5,108 -57%
William Blair & Company
411
William Blair & Company
Illinois
$317K -$10.4K -121 -3%
Two Sigma Advisers
412
Two Sigma Advisers
New York
$310K -$11.3M -131,400 -97%
Aviva
413
Aviva
United Kingdom
$308K
SP
414
Symmetry Partners
Connecticut
$304K
SIA
415
Sit Investment Associates
Minnesota
$302K -$27.8K -325 -8%
BPA
416
Beacon Pointe Advisors
California
$302K +$1.71K +20 +0.5%
AS
417
Altshuler Shaham
Israel
$298K -$116K -1,358 -27%
RFN
418
RDA Financial Network
Iowa
$296K -$21.6K -252 -6%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$296K
EWM
420
Evercore Wealth Management
New York
$294K
ONB
421
Old National Bancorp
Indiana
$291K -$15.3K -179 -5%
SAM
422
Shell Asset Management
Netherlands
$290K -$109K -1,275 -26%
HI
423
Horizon Investments
North Carolina
$287K -$14.5K -169 -5%
CIA
424
Capital Investment Advisors
Georgia
$287K +$25.9K +302 +9%
SW
425
SVB Wealth
Massachusetts
$286K -$61.5K -718 -17%