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Exponent

Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
226
Net Worth Advisory Group
Utah
$406K +$368K +3,519 New
BFM
227
Boothbay Fund Management
New York
$400K +$363K +3,470 New
Franklin Resources
228
Franklin Resources
California
$398K +$8.16K +78 +2%
QCM
229
QRG Capital Management
Illinois
$395K +$72.8K +696 +25%
IP
230
Isthmus Partners
Wisconsin
$391K
Osaic Holdings
231
Osaic Holdings
Arizona
$388K +$160K +1,534 +84%
CG
232
Caprock Group
Idaho
$378K -$1.88K -18 -0.5%
Lazard Asset Management
233
Lazard Asset Management
New York
$374K -$62.2K -595 -15%
KAS
234
Kestra Advisory Services
Texas
$367K +$10.9K +104 +3%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$367K +$13.1K +125 +4%
CA
236
Clearstead Advisors
Ohio
$365K -$85.5K -817 -21%
MIM
237
Marco Investment Management
Georgia
$354K
FFA
238
Farther Finance Advisors
California
$348K +$96.2K +920 +44%
HFO
239
Heritage Family Offices
Arizona
$347K -$1.47K -14 -0.5%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$341K -$12.6K -120 -4%
EA
241
Everpar Advisors
Oklahoma
$338K -$40.6K -388 -12%
EWA
242
EverSource Wealth Advisors
Alabama
$332K -$23K -220 -7%
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
$319K +$290K +2,772 New
OIA
244
OneDigital Investment Advisors
Kansas
$316K -$21.7K -207 -7%
IP
245
Intellectus Partners
California
$312K
HAG
246
HighPoint Advisor Group
Illinois
$306K +$4.6K +44 +1%
Allianz Asset Management
247
Allianz Asset Management
Germany
$300K -$220K -2,100 -45%
AA
248
Apriem Advisors
California
$290K
Verition Fund Management
249
Verition Fund Management
Connecticut
$289K -$370K -3,536 -58%
PWG
250
Portside Wealth Group
Utah
$289K +$27.4K +262 +12%