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Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
251
Lord & Richards Wealth Management
Colorado
$835K +$6.73K +16 +0.9%
BFM
252
Boothbay Fund Management
New York
$826K +$414K +984 +125%
BTI
253
Blue Trust Inc
Georgia
$822K +$53.4K +127 +8%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$820K +$287K +683 +63%
IAA
255
Independent Advisor Alliance
North Carolina
$817K +$55.1K +131 +8%
DT
256
Diversified Trust
Tennessee
$811K +$315K +749 +76%
MP
257
Mangrove Partners
Connecticut
$802K +$33.2K +79 +5%
MPPW
258
Mitchell & Pahl Private Wealth
Oklahoma
$775K +$31.1K +74 +5%
HighTower Advisors
259
HighTower Advisors
Illinois
$767K -$98K -233 -12%
QCG
260
Quadrant Capital Group
Ohio
$762K +$545K +1,296 +381%
HCA
261
Harbor Capital Advisors
Illinois
$746K -$3.36K -8 -0.5%
X
262
Xponance
Pennsylvania
$736K -$101K -240 -13%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$716K -$71.5K -170 -10%
CCIA
264
Campbell & Co Investment Adviser
Maryland
$709K -$434K -1,032 -40%
KAS
265
Kestra Advisory Services
Texas
$706K -$71.1K -169 -10%
LTAS
266
Linden Thomas Advisory Services
North Carolina
$702K -$1.12M -2,658 -64%
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$700K -$87K -207 -12%
KF
268
Krilogy Financial
Missouri
$697K +$629K +1,496 New
Public Employees Retirement Association of Colorado
269
Public Employees Retirement Association of Colorado
Colorado
$695K -$13.9M -33,096 -96%
MAM
270
Martingale Asset Management
Massachusetts
$686K +$24.8K +59 +4%
UAG
271
United Advisor Group
Ohio
$676K +$76.5K +182 +14%
KeyBank National Association
272
KeyBank National Association
Ohio
$672K +$30.3K +72 +5%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$667K -$37.8K -90 -6%
FHC
274
First Heartland Consultants
Missouri
$654K +$74.8K +178 +15%
B
275
Bailard
California
$652K