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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
801
Moloney Securities Asset Management
Missouri
$232K -$49.2K -1,826 -16%
PL
802
Plancorp LLC
Missouri
$232K +$1.02K +38 +0.4%
PTC
803
Petrus Trust Company
Texas
$232K +$250K +9,276 New
Fayez Sarofim & Co
804
Fayez Sarofim & Co
Texas
$230K
KF
805
Krilogy Financial
Missouri
$229K +$10.5K +390 +4%
CCM
806
Coldstream Capital Management
Washington
$228K +$27K +1,002 +12%
BJL
807
Brighton Jones LLC
Washington
$226K -$12.3K -456 -5%
BIA
808
Bigelow Investment Advisors
Maine
$226K
QCG
809
Quadrant Capital Group
Ohio
$225K +$22.1K +820 +10%
SG
810
StoneX Group
New York
$224K +$242K +8,984 New
WA
811
WBH Advisory
Maryland
$224K
CIC
812
Carnegie Investment Counsel
Ohio
$224K +$27.2K +1,008 +13%
JF
813
Jump Financial
Illinois
$221K -$3.83M -142,158 -94%
FFA
814
First Foundation Advisors
California
$221K +$7.33K +272 +3%
KFC
815
Klingenstein Fields & Co
New York
$220K
CA
816
Claro Advisors
Massachusetts
$218K +$8.41K +312 +4%
SS
817
Simplicity Solutions
Minnesota
$218K +$51.3K +1,902 +28%
Koshinski Asset Management
818
Koshinski Asset Management
Illinois
$215K +$6.14K +228 +3%
RSWM
819
Robertson Stephens Wealth Management
California
$211K -$2.42K -90 -1%
LFM
820
LGT Fund Management
Liechtenstein
$210K
FFN
821
Focus Financial Network
Minnesota
$210K +$1.08K +40 +0.5%
WTC
822
WhitTier Trust Company
Nevada
$209K -$1.19K -44 -0.5%
OQS
823
Occudo Quantitative Strategies
Florida
$208K +$225K +8,350 New
VIA
824
Vident Investment Advisory
Georgia
$207K -$1.67M -62,072 -88%
NICM
825
Neo Ivy Capital Management
New York
$206K -$286K -10,620 -56%