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Name Holding Trade Value Shares
Change
Change in
Stake
RC
351
RegentAtlantic Capital
New Jersey
$261K -$6.31K -142 -3%
LWAM
352
Legacy Wealth Asset Management
Minnesota
$258K +$217K +4,880 New
ZIM
353
Zacks Investment Management
Illinois
$252K -$6.44M -144,878 -97%
BCA
354
Bay Colony Advisors
Massachusetts
$251K +$211K +4,752 New
ASN
355
Advisory Services Network
Georgia
$245K +$48.5K +1,091 +31%
VI
356
Vestcor Inc
New Brunswick, Canada
$243K – – –
JSC
357
Jackson Square Capital
California
$241K -$906K -20,393 -82%
YWP
358
YorkBridge Wealth Partners
New York
$239K +$201K +4,518 New
GWM
359
Geneos Wealth Management
Colorado
$233K -$593K -13,339 -76%
WIA
360
Wealthstreet Investment Advisors
Texas
$233K +$196K +4,400 New
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$222K -$42.4K -954 -18%
SBIA
362
Sheaff Brock Investment Advisors
Indiana
$221K +$185K +4,173 New
ACM
363
AlphaCrest Capital Management
New York
$214K -$786K -17,682 -81%
JMPWA
364
JP Morgan Private Wealth Advisors
California
$213K -$69.8K -1,570 -28%
PAS
365
Park Avenue Securities
New York
$210K +$177K +3,978 New
AWM
366
AE Wealth Management
Kansas
$206K +$173K +3,893 New
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$206K +$173K +3,896 New
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$198K -$50.4K -1,134 -23%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$4.44K -100 -3%
BAM
370
Belpointe Asset Management
Nevada
$191K +$160K +3,612 New
LSA
371
Leonteq Securities AG
Switzerland
$183K +$153K +3,454 New
BWM
372
BerganKDV Wealth Management
Minnesota
$144K – – –
TFA
373
Toth Financial Advisory
Virginia
$144K – – –
CFB
374
Cullen/Frost Bankers
Texas
$140K +$889 +20 +0.8%
HIA
375
Harbor Investment Advisory
Maryland
$128K -$30.4K -684 -22%