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Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$235K +$32.9K +704 +18%
ZIM
252
Zacks Investment Management
Illinois
$231K +$211K +4,520 New
CI
253
Conning Inc
Connecticut
$223K +$5.18K +111 +3%
RP
254
Rowlandmiller & Partners
Georgia
$223K
SI
255
Stephens Inc
Arkansas
$222K +$203K +4,354 New
OFS
256
OneAscent Financial Services
Alabama
$212K +$10K +215 +5%
GWM
257
Geneos Wealth Management
Colorado
$205K +$933 +20 +0.5%
O
258
Ossiam
France
$201K -$829K -17,761 -82%
ARTA
259
A.R.T. Advisors
New York
$201K +$184K +3,940 New
CF
260
Corrigan Financial
Rhode Island
$200K
CIA
261
Choate Investment Advisors
Massachusetts
$200K
MWM
262
Mission Wealth Management
California
$199K +$14.3K +307 +9%
PA
263
Profund Advisors
Maryland
$186K -$1.31K -28 -0.8%
CFB
264
Cullen/Frost Bankers
Texas
$184K
CB
265
Commerce Bank
Missouri
$181K +$166K +3,551 New
WF
266
Welch & Forbes
Massachusetts
$180K
VAS
267
Vestmark Advisory Solutions
Massachusetts
$179K -$113K -2,414 -41%
SFSG
268
Stearns Financial Services Group
North Carolina
$179K
OAM
269
Oppenheimer Asset Management
New York
$176K -$11.6K -249 -7%
IFAM
270
Institutional & Family Asset Management
Colorado
$170K
LOAME
271
Lombard Odier Asset Management (Europe)
United Kingdom
$167K
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$165K
SWM
273
Selective Wealth Management
Virginia
$164K +$150K +3,220 New
LIM
274
Leavell Investment Management
Alabama
$160K -$23.8K -510 -14%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$159K +$135K +2,891 +1,279%