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Exponent

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$576K +$514K +5,333 New
CAAS
202
Capital Asset Advisory Services
Michigan
$563K +$60.4K +626 +14%
RFC
203
Regions Financial Corp
Alabama
$561K -$10.4K -108 -2%
Brown Advisory
204
Brown Advisory
Maryland
$553K +$108K +1,115 +28%
TAM
205
Tocqueville Asset Management
New York
$550K
CAC
206
Certified Advisory Corp
Florida
$544K
JF
207
Jump Financial
Illinois
$540K +$482K +5,000 New
CGH
208
Crossmark Global Holdings
Texas
$518K +$2.89K +30 +0.6%
ACM
209
Argent Capital Management
Missouri
$518K +$166K +1,725 +56%
ACM
210
AlphaCrest Capital Management
New York
$514K +$153K +1,585 +50%
B
211
BetterWealth
California
$504K
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$497K -$1.33M -13,742 -75%
AO
213
Advisor OS
Illinois
$495K +$50.2K +521 +13%
Polen Capital Management
214
Polen Capital Management
Florida
$485K -$17.7M -183,834 -98%
AIP
215
Ameritas Investment Partners
Nebraska
$476K
PA
216
Profund Advisors
Maryland
$469K -$44K -456 -10%
LA
217
LVW Advisors
New York
$453K -$30K -311 -7%
EWA
218
EverSource Wealth Advisors
Alabama
$441K +$207K +2,145 +111%
LIP
219
Liontrust Investment Partners
United Kingdom
$432K
Fidelity Investments
220
Fidelity Investments
Massachusetts
$422K -$5.84M -60,547 -94%
HR
221
Hardy Reed
Mississippi
$408K +$34.7K +360 +11%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$394K +$76.5K +793 +28%
LA
223
Lindenwold Advisors
Pennsylvania
$391K +$65.6K +680 +23%
UAML
224
US Asset Management LLC
Pennsylvania
$383K
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$373K +$39.1K +405 +13%