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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
301
American Assets Investment Management
California
$802K
WAM
302
Werlinich Asset Management
Connecticut
$793K -$17.9K -285 -2%
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$791K
AAS
304
Avantax Advisory Services
Texas
$787K +$80.7K +1,287 +10%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$786K -$5.58M -88,933 -86%
TLCM
306
Twin Lakes Capital Management
California
$783K +$918K +14,642 New
HLA
307
Hamilton Lane Advisors
Pennsylvania
$779K
CCM
308
CAAS Capital Management
New York
$779K +$12.5K +200 +1%
VWM
309
Venturi Wealth Management
Texas
$769K +$42.3K +674 +5%
S
310
Surevest
California
$757K +$198K +3,154 +29%
AAS
311
Ameritas Advisory Services
Nebraska
$748K +$39K +622 +5%
MA
312
Mutual Advisors
Nebraska
$743K +$55.5K +885 +7%
SPIA
313
Steward Partners Investment Advisory
New York
$734K -$27.6K -440 -3%
APA
314
American Portfolios Advisors
New York
$716K -$29K -463 -3%
BIAS
315
Beacon Investment Advisory Services
New Jersey
$714K -$32.8K -523 -4%
TC
316
Titleist Capital
Texas
$710K +$300K +4,787 +56%
BBA
317
Baader Bank Aktiengesellschaft
Germany
$706K
AFAS
318
Acorn Financial Advisory Services
Virginia
$697K +$47.8K +762 +6%
BSI
319
Bennett Selby Investments
Maine
$695K
RWA
320
Roberts Wealth Advisors
California
$693K +$66.8K +1,065 +9%
EL
321
Essex LLC
Illinois
$691K -$33.7K -538 -4%
KA
322
Kovack Advisors
Florida
$681K +$461K +7,348 +136%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$676K +$7.96K +127 +1%
RCA
324
Resonant Capital Advisors
Wisconsin
$672K +$7.77K +124 +1%
CM
325
Caption Management
Oklahoma
$669K -$370K -5,900 -32%