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Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
351
Swiss Life Asset Management
$304K +$308K +680 New
BMSSC
352
B. Metzler seel. Sohn & Co
Germany
$302K +$52.1K +115 +21%
WCM Investment Management
353
WCM Investment Management
California
$299K +$10.9K +24 +4%
CG
354
Cynosure Group
Utah
$297K
WG
355
Welch Group
Alabama
$296K
DCM
356
Delta Capital Management
New Jersey
$293K -$13.6K -30 -4%
PCS
357
Personal CFO Solutions
New Jersey
$291K +$48K +106 +19%
WB
358
West Bancorporation
Iowa
$291K +$294K +650 New
BF
359
Brogan Financial
Tennessee
$290K -$9.96K -22 -3%
KWM
360
KFG Wealth Management
Indiana
$289K +$24.9K +55 +9%
WA
361
Wealth Alliance
New York
$284K +$1.81K +4 +0.6%
Vontobel Holding
362
Vontobel Holding
Switzerland
$283K -$991K -2,189 -78%
EF
363
Empowered Funds
Pennsylvania
$281K +$284K +627 New
OAM
364
Oppenheimer Asset Management
New York
$280K -$6.79K -15 -2%
Brown Advisory
365
Brown Advisory
Maryland
$276K +$30.8K +68 +12%
OPOWM
366
One Plus One Wealth Management
Florida
$275K -$114K -252 -29%
KeyBank National Association
367
KeyBank National Association
Ohio
$275K -$4.04M -8,910 -94%
GCP
368
GSA Capital Partners
United Kingdom
$273K +$276K +609 New
Osaic Holdings
369
Osaic Holdings
Arizona
$272K -$68.8K -152 -20%
XT
370
XTX Topco
Cayman Islands
$271K -$369K -814 -57%
ML
371
McAdam LLC
Pennsylvania
$268K +$6.34K +14 +2%
DE
372
Diversified Enterprises
Delaware
$265K +$51.2K +113 +24%
TSS
373
Two Sigma Securities
New York
$262K +$265K +585 New
FTWA
374
Fifth Third Wealth Advisors
Ohio
$261K -$2.26K -5 -0.8%
ST
375
Somerset Trust
Pennsylvania
$248K -$70.2K -155 -22%