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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
276
Engineers Gate Manager
New York
$445K -$1.03M -8,291 -73%
UFF
277
USA Financial Formulas
Michigan
$435K +$378K +3,030 New
XF
278
XML Financial
Maryland
$413K +$374 +3 +0.1%
FCBT
279
First Citizens Bank & Trust
North Carolina
$412K -$7.36K -59 -2%
BSW
280
Buckingham Strategic Wealth
Missouri
$407K -$32.9K -264 -9%
OLA
281
Oliver Luxxe Assets
New Jersey
$406K +$11K +88 +3%
Nomura Holdings
282
Nomura Holdings
Japan
$400K +$347K +2,782 New
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$397K -$35.7K -286 -9%
CWM
284
Chesapeake Wealth Management
Virginia
$387K +$336K +2,695 New
BC
285
Bridgefront Capital
Texas
$384K -$1.03M -8,284 -76%
WANY
286
Wealthspire Advisors (New York)
New York
$384K -$143K -1,151 -30%
Creative Planning
287
Creative Planning
Kansas
$382K +$60.8K +488 +23%
LIA
288
LS Investment Advisors
Michigan
$371K -$87K -698 -21%
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$370K +$322K +2,579 New
RWM
290
Ritholtz Wealth Management
New York
$369K +$320K +2,569 New
Macquarie Group
291
Macquarie Group
Australia
$361K -$141K -1,127 -31%
BRWA
292
B. Riley Wealth Advisors
Florida
$349K +$303K +2,427 New
BCI
293
Brinker Capital Investments
Pennsylvania
$340K -$216K -1,735 -42%
FA
294
FDx Advisors
Illinois
$340K -$82.2K -659 -22%
LGA
295
Lebenthal Global Advisors
New York
$337K -$43.3K -347 -13%
MWM
296
Modera Wealth Management
New Jersey
$332K -$386K -3,096 -57%
EI
297
Ethic Inc
New York
$324K +$33.4K +268 +13%
CI
298
Cigna Investments
Connecticut
$322K +$9.72K +78 +4%
IRF
299
IBM Retirement Fund
New York
$301K -$25.9K -208 -9%
Commonwealth Equity Services
300
Commonwealth Equity Services
Massachusetts
$300K +$261K +2,093 New