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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
626
Ostrum Asset Management
France
$382K
PWM
627
Perigon Wealth Management
California
$381K +$30.8K +161 +10%
RA
628
Riversedge Advisors
Delaware
$377K +$41.5K +217 +14%
APG
629
Abacus Planning Group
South Carolina
$376K -$4.21K -22 -1%
Envestnet Portfolio Solutions
630
Envestnet Portfolio Solutions
Illinois
$376K +$56.6K +296 +21%
HIP
631
HUB Investment Partners
Texas
$375K +$9.56K +50 +3%
HW
632
Hancock Whitney
Mississippi
$373K -$1.72K -9 -0.5%
EC
633
EntryPoint Capital
New York
$371K +$328K +1,716 New
CI
634
CX Institutional
Indiana
$368K -$4.59K -24 -1%
PJWM
635
Philip James Wealth Mangement
Georgia
$368K -$119K -621 -27%
PGFC
636
Peapack-Gladstone Financial Corp
New Jersey
$367K +$1.53K +8 +0.5%
AA
637
ALPS Advisors
Colorado
$366K +$324K +1,692 New
PFS
638
Prospera Financial Services
Texas
$366K +$15.7K +82 +5%
OL
639
Optas LLC
Texas
$364K +$5.55K +29 +2%
ASN
640
Advisory Services Network
Georgia
$361K +$11.5K +60 +4%
PL
641
Plancorp LLC
Missouri
$361K -$5.36K -28 -2%
AIA
642
Affinity Investment Advisors
California
$359K +$318K +1,663 New
PS
643
Principal Securities
Iowa
$359K +$46.1K +241 +17%
MC
644
Moors & Cabot
Massachusetts
$358K +$956 +5 +0.3%
SLI
645
Sumitomo Life Insurance
Japan
$356K -$4.59K -24 -1%
IRC
646
Investors Research Corp
Georgia
$355K -$40K -209 -11%
AWM
647
AE Wealth Management
Kansas
$353K -$6.5K -34 -2%
PI
648
PFG Investments
New York
$353K +$12.4K +65 +4%
MWM
649
Modern Wealth Management
Kansas
$351K +$18.4K +96 +6%
TAM
650
Trust Asset Management
Texas
$349K