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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
101
OneAscent Financial Services
Alabama
$407K +$484K +10,169 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$405K -$180K -3,785 -27%
PPW
103
Parcion Private Wealth
Washington
$401K -$190 -4 -0%
ICM
104
IMS Capital Management
Oregon
$401K
IWP
105
Icon Wealth Partners
Texas
$383K -$22.6K -475 -5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$381K -$35.6K -748 -7%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$380K +$6.71K +141 +2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$375K +$38.8K +816 +10%
Vanguard Personalized Indexing Management
109
Vanguard Personalized Indexing Management
California
$368K +$113K +2,375 +35%
TRCT
110
Tower Research Capital (TRC)
New York
$367K +$433K +9,092 +13,371%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$364K -$131K -2,760 -23%
SIA
112
Schechter Investment Advisors
Michigan
$347K +$12.9K +272 +3%
Prudential Financial
113
Prudential Financial
New Jersey
$334K +$78.2K +1,643 +25%
Verition Fund Management
114
Verition Fund Management
Connecticut
$312K +$371K +7,786 New
WA
115
Wealth Alliance
New York
$311K -$25.3K -532 -6%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$305K -$34.8K -732 -9%
RJT
117
Raymond James Trust
Florida
$299K -$35.7K -750 -9%
FCI
118
Financial Counselors Inc
Kansas
$298K -$4.9K -103 -1%
A
119
Astrantus
Cyprus
$292K +$348K +7,300 New
FB
120
Fulton Bank
Pennsylvania
$286K -$44.2K -928 -11%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$286K +$3.52K +74 +1%
FFM
122
Forum Financial Management
Illinois
$284K
VAS
123
Vestmark Advisory Solutions
Massachusetts
$277K -$1.24K -26 -0.4%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$271K +$27.2K +571 +9%
GT
125
Glenmede Trust
Pennsylvania
$271K -$29K -610 -8%