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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$2.43M +$480K +3,236 +28%
IAA
302
Independent Advisor Alliance
North Carolina
$2.43M -$22.7K -153 -1%
WHG
303
Westwood Holdings Group
Texas
$2.41M +$387K +2,614 +21%
RBC
304
Romano Brothers & Co
Illinois
$2.38M -$9.04K -61 -0.4%
AAS
305
Avantax Advisory Services
Texas
$2.38M -$87.3K -589 -4%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$2.31M +$35.1K +237 +2%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$2.31M -$80K -540 -4%
EI
308
Ethic Inc
New York
$2.29M -$525K -3,540 -19%
BG
309
Bollard Group
Massachusetts
$2.26M -$378K -2,554 -16%
HNB
310
Huntington National Bank
Ohio
$2.25M +$82.8K +559 +4%
DWM
311
Dakota Wealth Management
Florida
$2.24M +$271K +1,829 +15%
TWA
312
TCI Wealth Advisors
Arizona
$2.21M -$1.13M -7,601 -36%
ST
313
Somerset Trust
Pennsylvania
$2.2M -$11.3K -76 -0.6%
WCM
314
Wallace Capital Management
Texas
$2.19M +$14.8K +100 +0.7%
NA
315
NewEdge Advisors
Louisiana
$2.17M -$508K -3,431 -20%
CS
316
Candriam SCA
Luxembourg
$2.15M -$83K -560 -4%
PA
317
Pinnacle Associates
New York
$2.15M +$148K +998 +7%
AWM
318
Axxcess Wealth Management
California
$2.13M -$56K -378 -3%
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$2.12M -$63.3K -427 -3%
LF
320
Lantz Financial
Illinois
$2.12M +$3.56K +24 +0.2%
MCM
321
MAI Capital Management
Ohio
$2.1M +$38.5K +260 +2%
NGA
322
Naples Global Advisors
Florida
$2.1M -$25.2K -170 -1%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$2.09M +$211K +1,427 +12%
PI
324
Pettee Investors
Connecticut
$2.08M -$47.4K -320 -2%
FMI
325
F/M Investments
District of Columbia
$2.08M -$168K -1,134 -8%