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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Selective Wealth Management
Virginia
$422K -$222K -3,800 -35%
ABLA
327
Alan B. Lancz & Associates
Ohio
$414K
UB
328
UMB Bank
Missouri
$406K -$6.59K -113 -2%
EGM
329
Engineers Gate Manager
New York
$400K -$500K -8,579 -56%
Cerity Partners
330
Cerity Partners
New York
$398K -$3.79K -65 -1%
WA
331
Waddell & Associates
Tennessee
$396K +$2.68K +46 +0.7%
CA
332
Cullinan Associates
Kentucky
$393K +$384K +6,592 New
MF
333
Magnetar Financial
Illinois
$392K -$1.96M -33,655 -84%
RIL
334
Rothschild Investment LLC
Illinois
$389K -$17.8K -306 -4%
AF
335
Allworth Financial
California
$388K +$14.6K +250 +4%
MM
336
MQS Management
New York
$386K +$60.9K +1,044 +19%
AR
337
Apeiron RIA
Texas
$383K +$10.5K +180 +3%
AWM
338
Avaii Wealth Management
Wisconsin
$383K +$1.46K +25 +0.4%
ASN
339
Advisory Services Network
Georgia
$379K -$38K -652 -9%
TRCT
340
Tower Research Capital (TRC)
New York
$371K -$467K -8,014 -56%
LOAMS
341
Lombard Odier Asset Management (Switzerland)
Switzerland
$356K +$349K +5,986 New
SP
342
Symmetry Partners
Connecticut
$344K
EP
343
EPIQ Partners
Minnesota
$340K
AWS
344
Atria Wealth Solutions
New York
$339K +$331K +5,685 New
BL
345
Balentine LLC
Georgia
$334K -$19.8K -340 -6%
CFAM
346
Center For Asset Management
Florida
$332K +$3.79K +65 +1%
CG
347
Colony Group
Massachusetts
$329K +$322K +5,522 New
PAS
348
Park Avenue Securities
New York
$313K +$26.6K +457 +10%
FC
349
FCA Corp
Texas
$310K
IWM
350
IHT Wealth Management
Illinois
$308K +$51.9K +890 +21%