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Name Holding Trade Value Shares
Change
Change in
Stake
SI
251
Stephens Inc
Arkansas
$650K -$1.86M -31,256 -74%
Wellington Management Group
252
Wellington Management Group
Massachusetts
$624K -$511K -8,608 -45%
SFSG
253
Sound Financial Strategies Group
Mississippi
$619K -$12.7K -214 -2%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K – – –
JFL
255
Jarislowsky, Fraser Ltd
Quebec, Canada
$610K -$7.6K -128 -1%
BC
256
Barnett & Company
Tennessee
$602K -$21.4K -360 -3%
YIH
257
Y-Intercept (HK)
Hong Kong
$601K +$594K +10,007 New
CAN
258
Cetera Advisor Networks
California
$596K +$44.7K +753 +8%
FA
259
FDx Advisors
Illinois
$582K +$16.4K +277 +3%
AAM
260
Advisors Asset Management
Colorado
$577K +$140K +2,350 +32%
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
$574K +$390K +6,562 +217%
CAG
262
Csenge Advisory Group
Florida
$569K +$444K +7,482 +317%
AIP
263
Ameritas Investment Partners
Nebraska
$567K – – –
AP
264
Advisor Partners
California
$557K -$95.1K -1,602 -15%
NWM
265
NEIRG Wealth Management
Massachusetts
$552K +$546K +9,192 New
UCFA
266
United Capital Financial Advisors
Texas
$532K -$70.4K -1,186 -12%
VCM
267
Virtue Capital Management
Tennessee
$524K – – –
GI
268
Gradient Investments
Minnesota
$518K -$32K -539 -6%
OWM
269
OneAscent Wealth Management
Alabama
$490K +$26.9K +454 +6%
TPCW
270
TD Private Client Wealth
New York
$490K -$13.5K -228 -3%
JAM
271
Jupiter Asset Management
United Kingdom
$488K +$33.4K +563 +7%
I
272
INVST
Indiana
$487K +$497K +8,371 New
KRSITF
273
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$480K -$9.62K -162 -2%
O
274
Ossiam
France
$477K +$132K +2,231 +39%
EAM
275
Empirical Asset Management
Massachusetts
$477K +$471K +7,941 New