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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Independent Advisor Alliance
North Carolina
$527K +$957 +23 +0.2%
FHB
227
First Hawaiian Bank
Hawaii
$517K -$108K -2,606 -18%
LCM
228
Legato Capital Management
California
$483K -$98.8K -2,375 -18%
BAM
229
Brave Asset Management
New Jersey
$480K
AI
230
Atria Investments
North Carolina
$458K +$438K +10,522 New
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$456K +$17.8K +429 +4%
PAS
232
Park Avenue Securities
New York
$455K +$66.8K +1,606 +18%
CCM
233
Crew Capital Management
Ohio
$439K
KFA
234
Kelleher Financial Advisors
New York
$436K
HCP
235
Hexagon Capital Partners
Arkansas
$436K
FIM
236
Fruth Investment Management
Texas
$431K -$4.16K -100 -1%
Allianz Asset Management
237
Allianz Asset Management
Germany
$412K +$393K +9,457 New
KWM
238
Kingsview Wealth Management
Oregon
$407K +$14K +336 +4%
Mackenzie Financial
239
Mackenzie Financial
Ontario, Canada
$382K
Truist Financial
240
Truist Financial
North Carolina
$379K +$13K +312 +4%
IIC
241
Integrated Investment Consultants
Michigan
$375K
WAM
242
Wolverine Asset Management
Illinois
$370K +$354K +8,500 New
CGH
243
Crossmark Global Holdings
Texas
$354K -$29.7K -714 -8%
PHK
244
Point72 Hong Kong
Hong Kong
$349K +$334K +8,021 New
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$347K -$11.6K -280 -3%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$343K +$28.8K +693 +10%
PA
247
Profund Advisors
Maryland
$341K -$8.86K -213 -3%
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$339K -$1.62K -39 -0.5%
AA
249
AlphaMark Advisors
Kentucky
$331K +$316K +7,594 New
AC
250
Aristeia Capital
Connecticut
$327K +$312K +7,512 New