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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$1.36M – – –
AAIM
202
American Assets Investment Management
California
$1.31M – – –
Brown Advisory
203
Brown Advisory
Maryland
$1.25M +$53.7K +759 +4%
TI
204
Trexquant Investment
Connecticut
$1.23M +$1.24M +17,449 New
CP
205
Covenant Partners
Tennessee
$1.21M -$50.6K -715 -4%
CFGS
206
Concourse Financial Group Securities
Alabama
$1.19M +$203K +2,874 +20%
BA
207
Bristlecone Advisors
Washington
$1.17M -$11K -155 -0.9%
JGUA
208
John G. Ullman & Associates
New York
$1.16M -$55.3K -781 -5%
COI
209
Connable Office Inc
Michigan
$1.16M +$74.6K +1,054 +7%
TPCW
210
TD Private Client Wealth
New York
$1.16M -$3.82K -54 -0.3%
Credit Agricole
211
Credit Agricole
France
$1.16M +$71.7K +1,013 +7%
PCS
212
Personal CFO Solutions
New Jersey
$1.14M +$71.3K +1,007 +7%
VAS
213
Vestmark Advisory Solutions
Massachusetts
$1.14M -$30.4K -430 -3%
CS
214
Comerica Securities
Michigan
$1.13M -$43.3K -612 -4%
LWAM
215
Legacy Wealth Asset Management
Minnesota
$1.13M -$19K -269 -2%
PG
216
Patten Group
Tennessee
$1.13M +$159K +2,239 +16%
RA
217
RiverPark Advisors
New York
$1.07M -$138K -1,950 -11%
QT
218
Quantbot Technologies
New York
$1.05M +$1.06M +14,994 New
BAIA
219
Bel Air Investment Advisors
California
$1.04M +$1.05M +14,801 New
TC
220
TownSquare Capital
Utah
$1.02M +$448K +6,331 +77%
BG
221
Bahl & Gaynor
Ohio
$1.01M -$43.2K -610 -4%
SB
222
Simmons Bank
Arkansas
$1.01M +$15.3K +216 +2%
KAS
223
Kestra Advisory Services
Texas
$1M +$729K +10,295 +260%
BC
224
Bridgefront Capital
Texas
$980K +$989K +13,964 New
HFS
225
Hantz Financial Services
Michigan
$971K +$19K +268 +2%