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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
401
National Wealth Management Group
Ohio
$350K +$367K +15,482 New
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$348K -$6.69K -282 -2%
GT
403
Greenleaf Trust
Michigan
$341K -$13.7K -579 -4%
MC
404
Moors & Cabot
Massachusetts
$339K -$127K -5,375 -26%
SA
405
Syntax Advisors
New York
$337K -$85.1K -3,591 -19%
VCG
406
Vantage Consulting Group
Virginia
$337K -$85.1K -3,591 -19%
BPM
407
Bowling Portfolio Management
Ohio
$336K -$9.53K -402 -3%
PSP
408
Principal Street Partners
Tennessee
$335K +$74.1K +3,126 +27%
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$335K +$143K +6,012 +68%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$331K -$2.18K -92 -0.6%
AC
411
Allstate Corporation
Illinois
$317K +$6.26K +264 +2%
William Blair & Company
412
William Blair & Company
Illinois
$315K +$330K +13,933 New
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$313K +$87.3K +3,684 +36%
B
414
Bailard
California
$310K +$4.36K +184 +1%
IC
415
IEQ Capital
California
$307K +$322K +13,572 New
Squarepoint
416
Squarepoint
New York
$302K -$12.1M -512,095 -97%
TI
417
Tidal Investments
Wisconsin
$299K -$305K -12,882 -49%
SAM
418
Silvercrest Asset Management
New York
$299K
VAS
419
Vestmark Advisory Solutions
Massachusetts
$298K +$23.1K +976 +8%
Baird Financial Group
420
Baird Financial Group
Wisconsin
$297K -$1.5M -63,157 -83%
PAS
421
Park Avenue Securities
New York
$295K -$6.95K -293 -2%
MFG
422
Magnus Financial Group
New York
$295K +$119 +5 +0%
ZB
423
Zions Bancorporation
Utah
$293K +$17.5K +739 +6%
SI
424
Stephens Inc
Arkansas
$291K -$18.5K -780 -6%
DIM
425
Delta Investment Management
California
$291K +$306K +12,893 New