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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
401
Park Avenue Securities
New York
$280K +$30.5K +1,397 +12%
SAM
402
Silvercrest Asset Management
New York
$278K
MFG
403
Magnus Financial Group
New York
$274K
SW
404
SteelPeak Wealth
California
$274K +$285K +13,051 New
JWCA
405
J.W. Cole Advisors
Florida
$272K +$282K +12,935 New
RCM
406
RNC Capital Management
California
$264K -$12K -550 -4%
HIMC
407
Heritage Investors Management Corp
Maryland
$261K
ZB
408
Zions Bancorporation
Utah
$257K +$73.3K +3,360 +38%
Connor, Clark & Lunn Investment Management (CC&L)
409
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$266K +12,211 New
VAS
410
Vestmark Advisory Solutions
Massachusetts
$256K +$8.45K +387 +3%
RG
411
Renaissance Group
Kentucky
$255K +$80K +3,667 +43%
FMLI
412
Fukoku Mutual Life Insurance
Japan
$250K
BCI
413
Brinker Capital Investments
Pennsylvania
$247K -$15.9K -729 -6%
DWM
414
Drive Wealth Management
Utah
$247K +$23.6K +1,082 +10%
EF
415
Empirical Finance
Pennsylvania
$246K +$567 +26 +0.2%
PSP
416
Principal Street Partners
Tennessee
$246K +$6.17K +283 +2%
BL
417
Balentine LLC
Georgia
$246K +$256K +11,729 New
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$242K +$16.9K +774 +7%
GFS
419
GYL Financial Synergies
Connecticut
$240K -$27.8K -1,276 -10%
SP
420
Symmetry Partners
Connecticut
$239K
BPC
421
Banque Pictet & Cie
Switzerland
$238K -$10.7K -492 -4%
JIC
422
Johnson Investment Counsel
Ohio
$237K +$46K +2,110 +23%
WSC
423
Wellington Shields & Co
New York
$235K
CCP
424
Corient Capital Partners
California
$231K +$240K +10,977 New
MW
425
Marcum Wealth
Ohio
$230K +$196 +9 +0.1%