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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Shepherd Financial Partners
Massachusetts
$606K +$894 +4 +0.2%
FMW
252
Farr Miller & Washington
District of Columbia
$600K
CWM
253
Cordatus Wealth Management
Pennsylvania
$589K +$40.7K +182 +8%
WAM
254
World Asset Management
Michigan
$589K +$50.5K +226 +11%
OSIA
255
O'Shares Investment Advisers
Massachusetts
$579K -$59.5K -266 -10%
TC
256
TownSquare Capital
Utah
$569K +$231K +1,033 +82%
FC
257
Fayerweather Charles
$566K -$33.5K -150 -6%
LIA
258
LS Investment Advisors
Michigan
$565K -$19K -85 -4%
NO
259
Ninety One
South Africa
$559K
Zurich Cantonal Bank
260
Zurich Cantonal Bank
Switzerland
$543K -$87.9K -393 -15%
OAM
261
Oppenheimer Asset Management
New York
$538K -$15.4K -69 -3%
CCA
262
Conestoga Capital Advisors
Pennsylvania
$528K
TA
263
Tiedemann Advisors
New York
$516K -$16.1K -72 -3%
VWM
264
Venturi Wealth Management
Texas
$515K -$28.4K -127 -6%
SWP
265
Stratos Wealth Partners
Ohio
$513K +$5.37K +24 +1%
DC
266
Davenport & Co
Virginia
$505K +$8.05K +36 +2%
AF
267
Advisornet Financial
Minnesota
$500K +$90.1K +403 +25%
SS
268
Sunbelt Securities
Texas
$500K +$450K +2,014 New
CS
269
Candriam SCA
Luxembourg
$497K
FIM
270
Freedom Investment Management
Connecticut
$493K -$79.2K -354 -15%
NA
271
NewEdge Advisors
Louisiana
$489K +$34.7K +155 +9%
EMG
272
ETF Managers Group
New Jersey
$488K +$439K +1,964 New
PCM
273
Penserra Capital Management
California
$476K +$281K +1,255 +266%
BNP Paribas Asset Management
274
BNP Paribas Asset Management
France
$469K -$62.8K -281 -13%
Creative Planning
275
Creative Planning
Kansas
$464K -$25.5K -114 -6%