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Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$711K +$151K +1,359 +27%
DILIC
352
Dai-ichi Life Insurance Company
Japan
$708K +$112K +1,015 +19%
EAM
353
Erste Asset Management
Austria
$701K +$275K +2,485 +64%
AWM
354
Avior Wealth Management
Nebraska
$699K +$200K +1,805 +40%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$690K
CAM
356
Cresset Asset Management
Illinois
$690K +$24.2K +218 +4%
Federated Hermes
357
Federated Hermes
Pennsylvania
$687K -$33.8K -305 -5%
V
358
Veritable
Delaware
$685K +$2.66K +24 +0.4%
MML Investors Services
359
MML Investors Services
Massachusetts
$677K -$509K -4,594 -43%
ACM
360
AlphaCrest Capital Management
New York
$676K -$1.11M -10,026 -62%
GT
361
Greenleaf Trust
Michigan
$670K +$51.5K +465 +8%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$668K -$57.1K -515 -8%
BC
363
Bartlett & Co
Ohio
$665K -$57.1K -515 -8%
SCA
364
STALEY CAPITAL ADVISERS
Pennsylvania
$665K
DAM
365
Deltec Asset Management
New York
$664K
TLFA
366
True Link Financial Advisors
California
$664K
RFC
367
Regions Financial Corp
Alabama
$659K +$9.42K +85 +1%
NAM
368
NorthCoast Asset Management
Connecticut
$653K +$665 +6 +0.1%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$649K -$139K -1,257 -18%
PFSC
370
Peoples Financial Services Corp
Pennsylvania
$642K
FMBTD
371
First Midwest Bank Trust Division
Illinois
$638K -$78K -704 -11%
SWM
372
Spire Wealth Management
Virginia
$632K +$617K +5,572 New
PAG
373
Private Advisor Group
New Jersey
$622K +$161K +1,449 +35%
FIM
374
Freedom Investment Management
Connecticut
$620K +$229K +2,063 +58%
KeyBank National Association
375
KeyBank National Association
Ohio
$599K -$36K -325 -6%