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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
276
Lake Street Advisors Group
New Hampshire
$393K +$392K +22,681 New
KPWS
277
Kestra Private Wealth Services
Texas
$389K +$12.3K +713 +3%
BP
278
Ballentine Partners
Massachusetts
$386K -$4.5K -260 -1%
Prudential Financial
279
Prudential Financial
New Jersey
$383K +$316K +18,257 +105%
DC
280
Diametric Capital
Massachusetts
$383K -$179K -10,333 -32%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$383K +$382K +22,084 New
GI
282
GAMCO Investors
Connecticut
$370K – – –
US Bancorp
283
US Bancorp
Minnesota
$368K -$26K -1,505 -7%
GIA
284
Gateway Investment Advisers
Ohio
$366K +$151K +8,705 +70%
Mariner
285
Mariner
Kansas
$363K +$28.5K +1,647 +9%
APG
286
Abacus Planning Group
South Carolina
$359K – – –
BFM
287
Boothbay Fund Management
New York
$342K -$9.18M -530,817 -96%
GAA
288
Global Assets Advisory
Florida
$339K +$356K +20,599 New
BFO
289
Boston Family Office
Massachusetts
$338K – – –
JF
290
Jump Financial
Illinois
$338K +$337K +19,467 New
SWA
291
Stratos Wealth Advisors
Ohio
$334K -$17.5K -1,011 -5%
QCM
292
Quantinno Capital Management
New York
$333K -$25.3K -1,464 -7%
RJFSA
293
Raymond James Financial Services Advisors
Florida
$322K +$5.48K +317 +2%
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$319K -$12.1K -702 -4%
CP
295
Covenant Partners
Tennessee
$314K -$47.4K -2,737 -13%
BA
296
Bridgewater Associates
Connecticut
$309K +$309K +17,836 New
AT
297
American Trust
Kentucky
$299K -$6.16K -356 -2%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$294K -$20.8K -1,201 -7%
FTDI
299
First Trust Direct Indexing
Massachusetts
$293K +$28.6K +1,654 +11%
OC
300
Oppenheimer & Co
New York
$289K +$289K +16,684 New