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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
326
Eagle Asset Management
Florida
$375K -$269K -3,647 -43%
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$369K -$32.7K -443 -9%
RA
328
Ruggaard & Associates
Ohio
$369K +$5.25K +71 +2%
CCM
329
Coldstream Capital Management
Washington
$364K +$345K +4,664 New
OQS
330
Occudo Quantitative Strategies
Florida
$360K -$2.65M -35,920 -89%
QCM
331
QRG Capital Management
Illinois
$351K -$30.9K -418 -9%
WTC
332
WhitTier Trust Company
Nevada
$347K -$21.3K -289 -6%
AssetMark Inc
333
AssetMark Inc
California
$342K -$1.92K -26 -0.6%
SWM
334
Shelton Wealth Management
Texas
$332K +$314K +4,253 New
TPCW
335
TD Private Client Wealth
New York
$331K -$5.91K -80 -2%
DWM
336
Dakota Wealth Management
Florida
$326K +$24.2K +327 +8%
NFGCM
337
Norman Fields Gottscho Capital Management
New York
$325K -$66.5K -900 -18%
NA
338
NewEdge Advisors
Louisiana
$325K +$237K +3,205 +329%
DWT
339
Dorsey & Whitney Trust
South Dakota
$325K -$40.8K -552 -12%
CAL
340
Capital Analysts LLC
Pennsylvania
$324K -$369 -5 -0.1%
BWM
341
Baron Wealth Management
Michigan
$323K +$14.6K +197 +5%
WT
342
Whittier Trust
California
$322K -$20.9K -283 -6%
NIMI
343
Natixis Investment Managers International
France
$317K -$1.45M -19,667 -83%
GT
344
Greenleaf Trust
Michigan
$317K +$28.7K +389 +11%
Verition Fund Management
345
Verition Fund Management
Connecticut
$315K
SWP
346
Stratos Wealth Partners
Ohio
$310K -$31.8K -430 -10%
OIA
347
OneDigital Investment Advisors
Kansas
$310K +$293K +3,964 New
KPWS
348
Kestra Private Wealth Services
Texas
$308K +$10.2K +138 +4%
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$307K -$9.68K -131 -3%
GLR
350
Great Lakes Retirement
Ohio
$304K -$30.2K -409 -9%