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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
451
Wilmington Savings Fund Society
Delaware
$675K
IIA
452
ICW Investment Advisors
Arizona
$671K +$45.1K +330 +8%
EWA
453
EP Wealth Advisors
California
$663K +$274 +2 +0%
JCA
454
Jade Capital Advisors
New Jersey
$662K
SP
455
Symmetry Partners
Connecticut
$654K
Nomura Holdings
456
Nomura Holdings
Japan
$650K -$198K -1,448 -25%
HSA
457
HBK Sorce Advisory
Pennsylvania
$646K -$6.57K -48 -1%
OBWP
458
O'Brien Wealth Partners
Massachusetts
$641K +$547 +4 +0.1%
MWM
459
Modera Wealth Management
New Jersey
$640K +$221K +1,617 +59%
CFG
460
Cooper Financial Group
California
$634K +$3.15K +23 +0.5%
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$630K -$1.02M -7,482 -64%
FCBT
462
First Citizens Bank & Trust
North Carolina
$628K -$7.93K -58 -1%
NF
463
NTB Financial
Colorado
$609K +$567K +4,144 New
AIM
464
Aigen Investment Management
New York
$606K +$588K +4,298 New
AWM
465
Apollon Wealth Management
South Carolina
$601K +$31.2K +228 +6%
EI
466
Ethic Inc
New York
$597K +$32.3K +236 +6%
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$590K
CCM
468
Coldstream Capital Management
Washington
$590K +$549K +4,010 New
PGCM
469
Prescott Group Capital Management
Oklahoma
$588K +$547K +4,000 New
CCP
470
Corient Capital Partners
California
$586K +$3.01K +22 +0.6%
EF
471
Empirical Finance
Pennsylvania
$580K +$145K +1,057 +37%
Cambridge Investment Research Advisors
472
Cambridge Investment Research Advisors
Iowa
$578K -$14.8K -108 -3%
TFGT
473
TS Financial Group (TSFG)
Illinois
$578K +$15.9K +116 +3%
PCM
474
Penn Capital Management
Pennsylvania
$567K -$14.9K -109 -3%
IRF
475
IBM Retirement Fund
New York
$565K -$365K -2,670 -41%