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Name Holding Trade Value Shares
Change
Change in
Stake
AO
251
Advisor OS
Illinois
$564K +$52.7K +108 +10%
AFM
252
Abbot Financial Management
Massachusetts
$563K
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$556K
Creative Planning
254
Creative Planning
Kansas
$553K +$331K +679 +136%
JMPWA
255
JP Morgan Private Wealth Advisors
California
$551K -$95.1K -195 -14%
OAM
256
Oppenheimer Asset Management
New York
$551K -$53.7K -110 -9%
CF
257
Centaurus Financial
California
$539K -$151K -310 -21%
LA
258
LVW Advisors
New York
$537K +$42K +86 +8%
Connor, Clark & Lunn Investment Management (CC&L)
259
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$537K +$558K +1,144 New
TI
260
Tidal Investments
Wisconsin
$524K -$24.4K -50 -4%
YMRC
261
Yorktown Management & Research Company
Virginia
$516K
WI
262
Wintrust Investments
Illinois
$508K +$976 +2 +0.2%
TI
263
Trexquant Investment
Connecticut
$506K +$526K +1,078 New
ProShare Advisors
264
ProShare Advisors
Maryland
$500K -$227K -465 -30%
Bessemer Group
265
Bessemer Group
New Jersey
$497K -$22.9K -47 -4%
EWA
266
EverSource Wealth Advisors
Alabama
$496K +$61K +125 +13%
SCA
267
Snowden Capital Advisors
New York
$496K +$516K +1,057 New
CCM
268
Coldstream Capital Management
Washington
$492K -$25.9K -53 -5%
WP
269
Woodline Partners
California
$479K +$498K +1,020 New
DCM
270
Delta Capital Management
New Jersey
$441K
Baird Financial Group
271
Baird Financial Group
Wisconsin
$427K +$3.9K +8 +0.9%
VCP
272
Verus Capital Partners
Arizona
$421K -$19.5K -40 -4%
HCM
273
Hengehold Capital Management
Ohio
$418K
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$418K +$30.2K +62 +7%
HighTower Advisors
275
HighTower Advisors
Illinois
$402K +$14.1K +29 +3%