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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
301
Oak Thistle LLC
New York
$294K +$266K +555 New
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$288K -$77.8K -162 -23%
MFG
303
Menard Financial Group
Texas
$285K +$258K +538 New
AWM
304
Axxcess Wealth Management
California
$275K +$249K +519 New
Verition Fund Management
305
Verition Fund Management
Connecticut
$273K +$248K +516 New
CCP
306
Corient Capital Partners
California
$272K
MOS
307
MGO One Seven
Ohio
$266K -$2.88K -6 -1%
SCA
308
Stonebridge Capital Advisors
Minnesota
$266K
AF
309
Alerus Financial
North Dakota
$265K
Creative Planning
310
Creative Planning
Kansas
$265K
WTC
311
WhitTier Trust Company
Nevada
$265K
PRC
312
Pearl River Capital
Michigan
$265K +$241K +501 New
VNA
313
Valley National Advisers
Pennsylvania
$263K +$480 +1 +0.2%
SFG
314
SNS Financial Group
Minnesota
$262K
6M
315
6 Meridian
Kansas
$248K +$1.44K +3 +0.6%
SW
316
SkyOak Wealth
Michigan
$247K +$224K +467 New
CCIA
317
Campbell & Co Investment Adviser
Maryland
$238K +$216K +450 New
Connor, Clark & Lunn Investment Management (CC&L)
318
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237K -$2.82M -5,878 -93%
Macquarie Group
319
Macquarie Group
Australia
$234K -$25.9K -54 -11%
EWA
320
EverSource Wealth Advisors
Alabama
$229K +$208K +433 New
Wealthfront Advisers
321
Wealthfront Advisers
California
$226K -$4.8K -10 -2%
MC
322
Manteio Capital
New Jersey
$226K +$205K +428 New
BC
323
Burney Company
Virginia
$222K +$202K +420 New
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$221K +$201K +418 New
WA
325
Wealth Alliance
New York
$217K +$197K +411 New