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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$362K – – –
RIM
502
Redpoint Investment Management
Australia
$360K – – –
Wealthfront Advisers
503
Wealthfront Advisers
California
$360K +$27.2K +254 +9%
CCIA
504
Campbell & Co Investment Adviser
Maryland
$359K +$107K +1,003 +48%
BFS
505
Bradley Foster & Sargent
Connecticut
$359K +$334K +3,116 New
NFG
506
Next Financial Group
Texas
$358K +$262K +2,449 +373%
CFG
507
Capstone Financial Group
Oklahoma
$356K +$331K +3,090 New
AIM
508
Anchor Investment Management
South Carolina
$356K – – –
CFFP
509
Center for Financial Planning
Michigan
$355K +$329K +3,076 New
SSW
510
Smith Shellnut Wilson
Mississippi
$350K – – –
TTWM
511
TCV Trust & Wealth Management
Virginia
$350K – – –
OWA
512
One Wealth Advisors
California
$348K +$48.5K +453 +18%
WorldQuant Millennium Advisors
513
WorldQuant Millennium Advisors
New York
$346K -$50.3K -470 -14%
Verition Fund Management
514
Verition Fund Management
Connecticut
$345K +$320K +2,989 New
Lido Advisors
515
Lido Advisors
California
$345K +$320K +2,990 New
MIFH
516
Migdal Insurance & Financial Holdings
Israel
$344K -$60.5K -565 -16%
EGM
517
Engineers Gate Manager
New York
$343K +$319K +2,980 New
PP
518
Patten & Patten
Tennessee
$340K – – –
CAN
519
Cetera Advisor Networks
California
$336K +$6.75K +63 +2%
SI
520
Stephens Inc
Arkansas
$336K +$90.6K +846 +41%
SC
521
SouthState Corp
Florida
$335K -$5.36K -50 -2%
DCM
522
Dupont Capital Management
Delaware
$334K +$80.5K +752 +35%
WI
523
WBI Investments
New Jersey
$334K +$310K +2,896 New
EP
524
Eudaimonia Partners
Tennessee
$333K +$309K +2,885 New
DC
525
Davenport & Co
Virginia
$331K +$1.5K +14 +0.5%