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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
501
EARNEST Partners
Georgia
$352K
SIA
502
Schechter Investment Advisors
Michigan
$350K +$10.3K +70 +3%
WMG
503
WESCAP Management Group
California
$345K
CCM
504
Coldstream Capital Management
Washington
$343K +$31.6K +215 +10%
CSPIA
505
Cary Street Partners Investment Advisory
Virginia
$336K -$1.03K -7 -0.3%
SW
506
SVB Wealth
Massachusetts
$335K -$35.9K -244 -9%
VC
507
Veracity Capital
Georgia
$335K -$252K -1,715 -42%
AS
508
Altshuler Shaham
Israel
$330K +$339K +2,303 New
1SB
509
1ST Source Bank
Indiana
$329K -$28.1K -191 -8%
KPWS
510
Kestra Private Wealth Services
Texas
$327K -$13.8K -94 -4%
AA
511
ALPS Advisors
Colorado
$325K +$2.21K +15 +0.7%
FFM
512
Forum Financial Management
Illinois
$324K -$147 -1 -0%
BG
513
Bahl & Gaynor
Ohio
$318K -$1.47K -10 -0.4%
KI
514
Kapitalo Investimentos
Brazil
$317K +$325K +2,211 New
BP
515
Ballentine Partners
Massachusetts
$313K +$2.06K +14 +0.6%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$312K +$13.5K +92 +4%
MNBTD
517
Moody National Bank Trust Division
Texas
$310K
WW
518
Westshore Wealth
California
$309K -$7.95K -54 -2%
KA
519
Kintegral Advisory
New York
$309K
IFU
520
iSAM Funds (UK)
United Kingdom
$308K +$316K +2,149 New
MAS
521
Meeder Advisory Services
Ohio
$306K +$48.5K +330 +18%
SCM
522
Stonebridge Capital Management
California
$301K
VAS
523
Vestmark Advisory Solutions
Massachusetts
$299K +$7.65K +52 +3%
AOWM
524
Alpha Omega Wealth Management
Virginia
$296K
CAM
525
Claret Asset Management
Quebec, Canada
$296K +$34.7K +236 +13%