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Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
451
Long Run Wealth Advisors
New York
$611K -$14.8K -110 -2%
AWM
452
Apollon Wealth Management
South Carolina
$608K +$64.8K +482 +12%
RC
453
RegentAtlantic Capital
New Jersey
$601K +$336K +2,500 +124%
CCP
454
Corient Capital Partners
California
$593K +$63.1K +470 +12%
SP
455
Symmetry Partners
Connecticut
$592K
OAM
456
Oppenheimer Asset Management
New York
$591K -$55.5K -413 -9%
PP
457
Prudential plc
United Kingdom
$591K +$597K +4,441 New
EF
458
Empirical Finance
Pennsylvania
$589K +$64.6K +481 +12%
KeyBank National Association
459
KeyBank National Association
Ohio
$588K +$232K +1,725 +64%
HSA
460
HBK Sorce Advisory
Pennsylvania
$586K +$672 +5 +0.1%
OBWP
461
O'Brien Wealth Partners
Massachusetts
$576K -$806 -6 -0.1%
Cambridge Investment Research Advisors
462
Cambridge Investment Research Advisors
Iowa
$573K +$50.5K +376 +10%
FCBT
463
First Citizens Bank & Trust
North Carolina
$563K -$5.91K -44 -1%
NF
464
NTB Financial
Colorado
$553K +$1.07K +8 +0.2%
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$546K +$258K +1,924 +88%
CG
466
Colony Group
Massachusetts
$544K +$549K +4,088 New
CI
467
Cigna Investments
Connecticut
$539K -$152K -1,133 -22%
HBT
468
Heartland Bank & Trust
Illinois
$538K +$125K +927 +30%
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$535K
SC
470
Sepio Capital
Utah
$525K +$129K +961 +32%
TFGT
471
TS Financial Group (TSFG)
Illinois
$524K
CAM
472
Cresset Asset Management
Illinois
$519K +$98.1K +730 +23%
CCM
473
Coldstream Capital Management
Washington
$513K -$21K -156 -4%
OPS
474
Orion Portfolio Solutions
Nebraska
$511K +$20.4K +152 +4%
BPA
475
Beacon Pointe Advisors
California
$509K +$244K +1,817 +90%