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Name Holding Trade Value Shares
Change
Change in
Stake
Advisory Services Network
326
Advisory Services Network
Georgia
$531K +$43.1K +189 +10%
CIM
327
Contravisory Investment Management
Massachusetts
$529K +$480K +2,107 New
BRWA
328
B. Riley Wealth Advisors
Florida
$518K -$73K -320 -13%
SIA
329
Schechter Investment Advisors
Michigan
$508K +$19.2K +84 +4%
Pathstone Family Office
330
Pathstone Family Office
New Jersey
$494K +$57.2K +251 +15%
Exchange Traded Concepts
331
Exchange Traded Concepts
Oklahoma
$480K -$89.4K -392 -17%
AP
332
AtonRa Partners
Switzerland
$463K -$7.75K -34 -2%
Mount Yale Investment Advisors
333
Mount Yale Investment Advisors
Colorado
$461K -$13.2K -58 -3%
Balentine LLC
334
Balentine LLC
Georgia
$457K +$1.37K +6 +0.3%
Perpetual Ltd
335
Perpetual Ltd
Australia
$455K -$785K -3,442 -65%
UMB Bank
336
UMB Bank
Missouri
$452K – – –
Avantax Advisory Services
337
Avantax Advisory Services
Texas
$451K +$410K +1,796 New
Moran Wealth Management
338
Moran Wealth Management
Florida
$446K +$405K +1,776 New
First Horizon Advisors
339
First Horizon Advisors
Tennessee
$442K -$14.4K -63 -3%
SP
340
Symmetry Partners
Connecticut
$439K – – –
First National Bank of Omaha
341
First National Bank of Omaha
Nebraska
$436K -$5.2M -22,813 -93%
Ethic Inc
342
Ethic Inc
New York
$435K +$32.8K +144 +9%
UH
343
Unigestion Holding
Switzerland
$427K -$3.73M -16,340 -90%
AIM
344
Anchor Investment Management
South Carolina
$421K -$231K -1,015 -38%
Vinva Investment Management
345
Vinva Investment Management
Australia
$407K -$132K -578 -26%
Old National Bancorp
346
Old National Bancorp
Indiana
$407K -$170K -747 -32%
Tokio Marine Asset Management
347
Tokio Marine Asset Management
Japan
$404K +$33.3K +146 +10%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$398K -$401K -1,759 -53%
Kestra Advisory Services
349
Kestra Advisory Services
Texas
$398K -$36.5K -160 -9%
KCM
350
Kendall Capital Management
Maryland
$397K -$3.42K -15 -0.9%