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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
276
Brown Brothers Harriman & Co
New York
$7K – – –
IWP
277
IAG Wealth Partners
Wisconsin
$7K +$6.68K +159 New
GAM
278
Gemmer Asset Management
California
$6K +$2.31K +55 +60%
OPS
279
Orion Portfolio Solutions
Nebraska
$6K +$5.54K +132 New
PFBT
280
Parkside Financial Bank & Trust
Missouri
$5K -$13.9K -331 -75%
OAM
281
Oppenheimer Asset Management
New York
$5K – – –
TWA
282
TCI Wealth Advisors
Arizona
$4K – – –
IA
283
IFP Advisors
Florida
$3K – – –
LWA
284
Lenox Wealth Advisors
New York
$3K – – –
SWM
285
Selective Wealth Management
Virginia
$3K – – –
HGWM
286
Harvest Group Wealth Management
Massachusetts
$2K -$672 -16 -21%
Bessemer Group
287
Bessemer Group
New Jersey
$2K – – –
SFS
288
Sowell Financial Services
Arkansas
$2K – – –
TFO
289
Tarbox Family Office
California
$2K – – –
ADL
290
Asset Dedication LLC
California
$1K +$1.01K +24 New
SL
291
Savior LLC
Massachusetts
$1K +$1.09K +26 New
LC
292
Lindbrook Capital
California
$1K +$1.13K +27 New
SCM
293
SG Capital Management
Illinois
– -$7.1M -191,733 Closed
WHG
294
Westwood Holdings Group
Texas
– -$6.76M -182,608 Closed
BIM
295
Bridges Investment Management
Nebraska
– -$1.79M -48,290 Closed
AI
296
Atom Investors
Texas
– -$782K -21,111 Closed
PAG
297
Private Advisor Group
New Jersey
– -$819K -19,100 Closed
Holocene Advisors
298
Holocene Advisors
New York
– -$668K -18,032 Closed
BRWA
299
B. Riley Wealth Advisors
Florida
– -$495K -13,363 Closed
EAM
300
EULAV Asset Management
Florida
– -$463K -12,500 Closed