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Exponent

Name Holding Trade Value Shares
Change
Change in
Stake
AO
201
Advisor OS
Illinois
$640K -$294K -2,809 -34%
Corient Private Wealth
202
Corient Private Wealth
Florida
$614K -$597K -5,711 -52%
Brown Advisory
203
Brown Advisory
Maryland
$593K +$4.39K +42 +0.8%
CWM
204
Congress Wealth Management
Massachusetts
$569K +$516K +4,935 New
CCM
205
Coldstream Capital Management
Washington
$556K +$540K +5,159 New
CAC
206
Certified Advisory Corp
Florida
$544K -$32.4K -310 -6%
B
207
BetterWealth
California
$538K
CICI
208
Capital Investment Counsel Inc
North Carolina
$536K
ACM
209
Aquatic Capital Management
Illinois
$530K +$220K +2,100 +84%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$526K -$786K -7,518 -62%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$491K -$20.2K -193 -4%
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$490K
RFC
213
Regions Financial Corp
Alabama
$481K -$4.08K -39 -0.9%
RSWM
214
Robertson Stephens Wealth Management
California
$473K +$429K +4,103 New
HR
215
Hardy Reed
Mississippi
$462K +$3.77K +36 +0.9%
LA
216
Lindenwold Advisors
Pennsylvania
$454K +$2.09K +20 +0.5%
GWM
217
Gibbs Wealth Management
Georgia
$452K +$43.8K +419 +12%
SAM
218
Securian Asset Management
Minnesota
$450K -$10.5K -100 -2%
VI
219
Versor Investments
New York
$450K -$1.57K -15 -0.4%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$445K +$404K +3,860 New
WA
221
Wealth Alliance
New York
$438K +$5.65K +54 +1%
II
222
Inspire Investing
Idaho
$413K -$11.4K -109 -3%
ONB
223
Old National Bancorp
Indiana
$413K +$2.51K +24 +0.7%
CAM
224
Cresset Asset Management
Illinois
$410K +$54.9K +525 +17%
CGH
225
Crossmark Global Holdings
Texas
$407K +$32.2K +308 +10%