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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
276
One Wealth Advisors
California
$351K +$60.6K +1,030 +20%
V
277
Veritable
Delaware
$350K +$5.82K +99 +2%
William Blair & Company
278
William Blair & Company
Illinois
$349K -$29.2K -497 -8%
ANI
279
American National Insurance
Texas
$347K
ZB
280
Zions Bancorporation
Utah
$344K +$108K +1,835 +44%
TCWM
281
Total Clarity Wealth Management
Illinois
$340K
DAS
282
Dynamic Advisor Solutions
Arizona
$339K +$3.23K +55 +0.9%
GAG
283
GM Advisory Group
New York
$338K
PNC
284
Park National Corp
Ohio
$337K -$95.7K -1,627 -22%
FPS
285
Fieldpoint Private Securities
Connecticut
$336K -$6.76K -115 -2%
VF
286
Virtu Financial
New York
$332K +$343K +5,826 New
AO
287
Advisor OS
Illinois
$327K +$31.8K +541 +10%
IAN
288
Integrated Advisors Network
Texas
$319K -$25.6K -436 -7%
Geode Capital Management
289
Geode Capital Management
Massachusetts
$315K +$7.59K +129 +2%
PWPS
290
Pinnacle Wealth Planning Services
Ohio
$313K +$64.2K +1,091 +25%
State Street
291
State Street
Massachusetts
$309K
ARMT
292
Amica Retiree Medical Trust
Rhode Island
$303K
YWP
293
YorkBridge Wealth Partners
New York
$299K +$8.65K +147 +3%
HAG
294
HighPoint Advisor Group
Illinois
$299K +$284K +4,826 New
Credit Agricole
295
Credit Agricole
France
$297K +$48.2K +820 +19%
NFGCM
296
Norman Fields Gottscho Capital Management
New York
$291K -$29.4K -500 -9%
P
297
Pitcairn
Pennsylvania
$290K +$57.2K +973 +24%
DTL
298
Dynamic Technology Lab
Singapore
$283K -$445K -7,560 -60%
MFW
299
Meristem Family Wealth
Minnesota
$280K
FT
300
Fiduciary Trust
Massachusetts
$267K -$230K -3,906 -45%