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Name Holding Trade Value Shares
Change
Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$246K +$5.39K +49 +2%
BPA
527
Beacon Pointe Advisors
California
$245K -$78.9K -717 -26%
CW
528
CreativeOne Wealth
Kansas
$244K +$18.6K +169 +9%
SI
529
Stephens Inc
Arkansas
$242K -$292K -2,658 -56%
LWAM
530
Legacy Wealth Asset Management
Minnesota
$239K -$3.74K -34 -2%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$238K +$166K +1,510 +288%
CFGS
532
Concourse Financial Group Securities
Alabama
$236K +$14.3K +130 +7%
CCM
533
Chickasaw Capital Management
Tennessee
$234K
CLOS
534
Compagnie Lombard Odier SCmA
Switzerland
$234K
VAS
535
Vestmark Advisory Solutions
Massachusetts
$231K -$475K -4,321 -69%
CCMD
536
Cypress Capital Management (Delaware)
Delaware
$231K +$217K +1,970 New
HWM
537
HB Wealth Management
Georgia
$231K +$217K +1,975 New
WI
538
Wahed Invest
New York
$225K +$211K +1,923 New
Cetera Investment Advisers
539
Cetera Investment Advisers
Illinois
$219K -$19.2K -175 -9%
TMAM
540
Tokio Marine Asset Management
Japan
$219K +$206K +1,871 New
IFG
541
Independent Financial Group
California
$218K +$205K +1,861 New
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$216K -$34.6K -315 -15%
WSCM
543
Wellington Shields Capital Management
New York
$216K -$12.5K -114 -6%
SEC
544
Seven Eight Capital
New York
$211K +$199K +1,807 New
TPWM
545
Twelve Points Wealth Management
Massachusetts
$210K +$197K +1,791 New
Acadian Asset Management
546
Acadian Asset Management
Massachusetts
$208K -$14.5K -132 -7%
BC
547
Bridgefront Capital
Texas
$208K +$195K +1,777 New
BWP
548
Baldwin Wealth Partners
Massachusetts
$202K
Wellington Management Group
549
Wellington Management Group
Massachusetts
$201K +$188K +1,712 New
AG
550
AIA Group
Hong Kong
$195K +$183K +1,664 New