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Name Holding Trade Value Shares
Change
Change in
Stake
BG
776
Bahl & Gaynor
Ohio
$319K -$38.5K -219 -11%
WA
777
Wheatland Advisors
Pennsylvania
$319K -$22K -125 -7%
LOAME
778
Lombard Odier Asset Management (Europe)
United Kingdom
$319K
MCC
779
Malaga Cove Capital
California
$319K
LWP
780
Legacy Wealth Planning
Nevada
$319K +$314K +1,785 New
TSW
781
Thompson Siegel & Walmsley
Virginia
$318K
NL
782
NWAM LLC
Washington
$317K -$4.93K -28 -2%
CRC
783
Curi RMB Capital
Illinois
$317K +$1.76K +10 +0.6%
GT
784
Greenleaf Trust
Michigan
$317K +$12K +68 +4%
CCM
785
Crossvault Capital Management
Texas
$313K
CI
786
Cambiar Investors
Colorado
$310K -$30.5M -173,011 -99%
TC
787
TownSquare Capital
Utah
$310K -$10.9K -62 -3%
OPS
788
Orion Portfolio Solutions
Nebraska
$310K +$305K +1,732 New
ATC
789
Argent Trust Co
Tennessee
$309K
DWM
790
Doyle Wealth Management
Florida
$308K
EAM
791
Erste Asset Management
Austria
$307K +$299K +1,700 New
FA
792
Fortis Advisors
Pennsylvania
$307K
HAG
793
HighPoint Advisor Group
Illinois
$306K +$65.1K +370 +26%
JIC
794
Joel Isaacson & Co
New York
$306K +$301K +1,711 New
CG
795
Caprock Group
Idaho
$305K -$6.69K -38 -2%
CP
796
Camelot Portfolios
Ohio
$305K +$43.8K +249 +17%
DT
797
Diversified Trust
Tennessee
$305K +$300K +1,702 New
IAS
798
Investment Advisory Services
Texas
$303K +$298K +1,694 New
MGIM
799
M&G Investment Management
United Kingdom
$302K +$297K +1,686 New
PP
800
Pegasus Partners
Wisconsin
$300K -$174K -990 -37%