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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
401
Advisors Asset Management
Colorado
$930K -$19K -460 -2%
OC
402
Oppenheimer & Co
New York
$929K -$114K -2,765 -11%
MAS
403
Meeder Advisory Services
Ohio
$922K +$22.3K +540 +2%
WANY
404
Wealthspire Advisors (New York)
New York
$921K -$6.82K -165 -0.7%
IAIM
405
International Assets Investment Management
Florida
$917K -$78.5K -1,898 -8%
PAS
406
Park Avenue Securities
New York
$905K -$33.7K -816 -4%
MNBTD
407
Moody National Bank Trust Division
Texas
$898K +$9.59K +232 +1%
RJT
408
Raymond James Trust
Florida
$898K +$951 +23 +0.1%
BRWA
409
B. Riley Wealth Advisors
Florida
$883K -$2.27K -55 -0.3%
PFO
410
Pathstone Family Office
New Jersey
$881K +$101K +2,438 +13%
AIA
411
Affinity Investment Advisors
California
$873K -$196K -4,733 -18%
SB
412
Simmons Bank
Arkansas
$870K +$496 +12 +0.1%
TWC
413
TD Waterhouse Canada
Ontario, Canada
$863K +$474K +11,468 +150%
Bessemer Group
414
Bessemer Group
New Jersey
$856K +$221K +5,335 +34%
VFM
415
Viking Fund Management
North Dakota
$856K
OQS
416
Occudo Quantitative Strategies
Florida
$853K -$7.91M -191,363 -90%
GT
417
Greenleaf Trust
Michigan
$851K -$34.2K -827 -4%
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$849K +$36.9K +893 +4%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$838K +$15.5K +375 +2%
WFC
420
Western Financial Corp
California
$838K -$13.5K -327 -2%
HFM
421
Hartford Financial Management
Connecticut
$835K
AssetMark Inc
422
AssetMark Inc
California
$821K +$15.6K +378 +2%
BFM
423
Boston Financial Management
Massachusetts
$810K -$9.14K -221 -1%
KF
424
Krilogy Financial
Missouri
$809K +$1.36K +33 +0.2%
DADC
425
D.A. Davidson & Co
Montana
$804K +$38.6K +934 +5%