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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$655K -$24.4K -837 -4%
BF
202
BOK Financial
Oklahoma
$652K -$70.9K -2,430 -11%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$651K -$35K -1,198 -6%
PTC
204
Petrus Trust Company
Texas
$615K +$548K +18,777 New
LPL Financial
205
LPL Financial
California
$612K +$2.8K +96 +0.5%
M
206
MYeCFO
California
$599K -$106K -3,619 -17%
OQS
207
Occudo Quantitative Strategies
Florida
$591K +$298K +10,219 +130%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$585K -$21.4K -734 -4%
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$578K +$516K +17,669 New
Corient Private Wealth
210
Corient Private Wealth
Florida
$573K +$184K +6,317 +56%
FRM
211
Fox Run Management
Connecticut
$564K +$503K +17,229 New
SMDAM
212
Sumitomo Mitsui DS Asset Management
Japan
$553K +$31.1K +1,067 +7%
WC
213
Weil Company
California
$547K
SGAM
214
Smith Group Asset Management
Texas
$531K +$94.9K +3,253 +25%
GC
215
Garde Capital
Washington
$519K -$3.79K -130 -0.8%
Creative Planning
216
Creative Planning
Kansas
$515K +$18.4K +631 +4%
COI
217
Connable Office Inc
Michigan
$514K
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
$511K -$9.11M -312,319 -95%
IIC
219
Integrated Investment Consultants
Michigan
$509K +$37K +1,268 +9%
ECM
220
Everence Capital Management
Indiana
$507K +$202K +6,920 +81%
CAM
221
Cresset Asset Management
Illinois
$506K +$5.43K +186 +1%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$502K +$448K +15,342 New
NAM
223
NorthCrest Asset Manangement
Minnesota
$501K
RJA
224
Raymond James & Associates
Florida
$490K +$9.37K +321 +2%
ASN
225
Advisory Services Network
Georgia
$488K