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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Keebeck Wealth Management
Illinois
$395K +$271K +3,173 New
IAA
302
Independent Advisor Alliance
North Carolina
$392K +$269K +3,150 New
BA
303
Bridgewater Associates
Connecticut
$385K -$86.1K -1,009 -25%
SG Americas Securities
304
SG Americas Securities
New York
$378K -$1.62K -19 -0.6%
HWM
305
HB Wealth Management
Georgia
$374K +$256K +3,004 New
WWWM
306
White Wing Wealth Management
Texas
$366K +$251K +2,943 New
BCI
307
Brinker Capital Investments
Pennsylvania
$361K -$46.3K -543 -16%
URS
308
Utah Retirement Systems
Utah
$361K +$247K +2,900 New
PI
309
PFG Investments
New York
$360K -$66.1K -775 -21%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$346K +$237K +2,778 New
GLA
311
Great Lakes Advisors
Illinois
$342K +$235K +2,749 New
CIA
312
Concurrent Investment Advisors
Florida
$336K +$230K +2,698 New
SC
313
Syon Capital
California
$333K +$228K +2,677 New
AAM
314
Advisors Asset Management
Colorado
$332K +$119K +1,392 +109%
YMRC
315
Yorktown Management & Research Company
Virginia
$330K +$226K +2,650 New
CL
316
CIM LLC
New York
$328K -$734K -8,597 -77%
DWM
317
Dakota Wealth Management
Florida
$327K +$224K +2,628 New
IWM
318
IHT Wealth Management
Illinois
$319K -$71.6K -839 -25%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$313K +$214K +2,512 New
ProShare Advisors
320
ProShare Advisors
Maryland
$311K +$213K +2,501 New
SCA
321
Snowden Capital Advisors
New York
$307K +$210K +2,466 New
SPIA
322
Steward Partners Investment Advisory
New York
$306K +$1.96K +23 +0.9%
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$302K +$207K +2,424 New
PP
324
PrairieView Partners
Minnesota
$295K
RPCONE
325
Retirement Planning Company of New England
Rhode Island
$287K +$197K +2,303 New