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Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$300K +$41K +1,087 +16%
State Street
102
State Street
Massachusetts
$289K -$1.79M -47,519 -86%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$279K -$97.4K -2,585 -26%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$277K -$65.5K -1,738 -19%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$264K +$264K +6,997 New
CI
106
Capital Innovations
Wisconsin
$258K -$2.64K -70 -1%
HW
107
Hancock Whitney
Mississippi
$252K +$252K +6,690 New
DADC
108
D.A. Davidson & Co
Montana
$247K +$247K +6,547 New
LC
109
Lourd Capital
California
$242K +$242K +6,419 New
GT
110
Glenmede Trust
Pennsylvania
$242K +$243K +6,460 New
TAM
111
Tyers Asset Management
Texas
$237K – – –
AI
112
Atria Investments
North Carolina
$230K +$230K +6,111 New
AP
113
Advisor Partners
California
$228K +$228K +6,063 New
RJFSA
114
Raymond James Financial Services Advisors
Florida
$223K -$71.2K -1,889 -24%
RIA
115
Regal Investment Advisors
Michigan
$223K +$223K +5,929 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$218K +$201K +5,325 +1,119%
BRWA
117
B. Riley Wealth Advisors
Florida
$215K -$10.6K -281 -5%
QCG
118
Quadrant Capital Group
Ohio
$212K +$15.4K +410 +7%
MCM
119
MAI Capital Management
Ohio
$210K -$22.5K -598 -10%
RCM
120
Riverhead Capital Management
Delaware
$188K – – –
GHCM
121
Glen Harbor Capital Management
California
$172K – – –
JWA
122
JFS Wealth Advisors
Pennsylvania
$152K – – –
BCWM
123
Bartlett & Co Wealth Management
Ohio
$104K +$104K +2,765 New
BC
124
Bartlett & Co
Ohio
$104K +$104K +2,765 New
PCP
125
Proficio Capital Partners
Massachusetts
$101K -$2.15K -57 -2%