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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
326
First Affirmative Financial Network
Colorado
$318K -$1.94K -40 -0.6%
USAA
327
United Services Automobile Association
Texas
$316K +$30K +618 +11%
RWM
328
Revisor Wealth Management
Ohio
$315K -$248K -5,105 -44%
CFM
329
Catalyst Funds Management
Australia
$315K +$312K +6,440 New
EIP
330
Epoch Investment Partners
New York
$304K -$11.8M -242,609 -98%
AF
331
Allworth Financial
California
$296K +$242K +4,982 +569%
BFG
332
Bleakley Financial Group
New Jersey
$292K -$283K -5,842 -49%
SW
333
Simplicity Wealth
New Jersey
$292K -$282K -5,812 -49%
PAS
334
Park Avenue Securities
New York
$290K -$29.7K -612 -9%
EP
335
EPIQ Partners
Minnesota
$279K
Bessemer Group
336
Bessemer Group
New Jersey
$276K +$6.6K +136 +2%
Teacher Retirement System of Texas
337
Teacher Retirement System of Texas
Texas
$275K -$84K -1,731 -24%
PA
338
Procyon Advisors
Connecticut
$266K -$18.9K -389 -7%
PTC
339
Private Trust Company
Ohio
$265K
PCA
340
Pallas Capital Advisors
Massachusetts
$263K +$248K +5,102 New
RIL
341
Rothschild Investment LLC
Illinois
$262K +$5.58K +115 +2%
SP
342
Symmetry Partners
Connecticut
$261K
TMAM
343
Tokio Marine Asset Management
Japan
$261K
PPC
344
Park Place Capital
Alabama
$260K -$66.1K -1,363 -20%
TCM
345
Triumph Capital Management
Colorado
$256K +$5.29K +109 +2%
IWM
346
IHT Wealth Management
Illinois
$252K +$16.1K +332 +7%
Capstone Investment Advisors
347
Capstone Investment Advisors
New York
$251K -$825 -17 -0.3%
AWM
348
Avaii Wealth Management
Wisconsin
$251K -$2.38K -49 -0.9%
AWA
349
Arkadios Wealth Advisors
Georgia
$250K +$12.6K +259 +5%
KMWM
350
Keudell/Morrison Wealth Management
Oregon
$249K -$3.64K -75 -1%