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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Phoenix Wealth Advisors
North Carolina
$254K -$54.4K -495 -19%
BPCA
527
Bank Pictet & Cie (Asia)
Singapore
$251K +$236K +2,146 New
MWM
528
Modera Wealth Management
New Jersey
$250K +$234K +2,132 New
MCWS
529
McKinley Carter Wealth Services
West Virginia
$248K -$561K -5,097 -71%
GF
530
Gries Financial
Ohio
$248K -$45.3K -412 -16%
BP
531
Ballentine Partners
Massachusetts
$246K +$5.39K +49 +2%
BPA
532
Beacon Pointe Advisors
California
$245K -$78.9K -717 -26%
CW
533
CreativeOne Wealth
Kansas
$244K +$18.6K +169 +9%
SI
534
Stephens Inc
Arkansas
$242K -$292K -2,658 -56%
LWAM
535
Legacy Wealth Asset Management
Minnesota
$239K -$3.74K -34 -2%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$238K +$166K +1,510 +288%
CFGS
537
Concourse Financial Group Securities
Alabama
$236K +$14.3K +130 +7%
CCM
538
Chickasaw Capital Management
Tennessee
$234K – – –
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
$234K – – –
VAS
540
Vestmark Advisory Solutions
Massachusetts
$231K -$475K -4,321 -69%
CCMD
541
Cypress Capital Management (Delaware)
Delaware
$231K +$217K +1,970 New
HWM
542
HB Wealth Management
Georgia
$231K +$217K +1,975 New
WI
543
Wahed Invest
New York
$225K +$211K +1,923 New
Cetera Investment Advisers
544
Cetera Investment Advisers
Illinois
$219K -$19.2K -175 -9%
TMAM
545
Tokio Marine Asset Management
Japan
$219K +$206K +1,871 New
IFG
546
Independent Financial Group
California
$218K +$205K +1,861 New
HIIFS
547
Harel Insurance Investments & Financial Services
Israel
$216K -$34.6K -315 -15%
WSCM
548
Wellington Shields Capital Management
New York
$216K -$12.5K -114 -6%
SEC
549
Seven Eight Capital
New York
$211K +$199K +1,807 New
TPWM
550
Twelve Points Wealth Management
Massachusetts
$210K +$197K +1,791 New