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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$483K -$16.4K -139 -3%
SOS
227
Silver Oak Securities
Tennessee
$482K +$32.2K +273 +6%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$478K +$74.2K +629 +16%
AAM
229
Advisors Asset Management
Colorado
$472K +$2.01K +17 +0.4%
GAM
230
Groupama Asset Management
France
$465K -$85.4K -724 -14%
BIG
231
Brooklyn Investment Group
New York
$451K +$162K +1,370 +47%
Stifel Financial
232
Stifel Financial
Missouri
$449K +$136K +1,155 +37%
REMPR
233
Roof Eidam Maycock Peralta (REMP)
California
$434K
N
234
Natixis
France
$434K +$487K +4,125 New
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K -$160K -1,353 -25%
BTW
236
Boston Trust Walden
Massachusetts
$426K
US Bancorp
237
US Bancorp
Minnesota
$413K +$9.32K +79 +2%
TC
238
Truvestments Capital
Florida
$406K
CI
239
Corient IA
Florida
$406K -$68.4K -580 -13%
DnB Asset Management
240
DnB Asset Management
Norway
$406K +$455K +3,859 New
SFM
241
Signet Financial Management
New Jersey
$404K -$11K -93 -2%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$404K +$1.3K +11 +0.3%
SF
243
Summit Financial
New Jersey
$396K +$445K +3,770 New
SFA
244
Sequoia Financial Advisors
Ohio
$393K +$46.1K +391 +12%
LOAMS
245
Lombard Odier Asset Management (Switzerland)
Switzerland
$392K +$440K +3,730 New
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$392K +$9.68K +82 +2%
CWS
247
Confluence Wealth Services
Pennsylvania
$391K
P
248
&Partners
Tennessee
$388K +$56.9K +482 +15%
IA
249
IFP Advisors
Florida
$372K +$382K +3,237 +1,079%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$363K -$1.77M -14,983 -81%