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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
201
Brinker Capital Investments
Pennsylvania
$632K -$14.3K -103 -3%
OPS
202
Orion Portfolio Solutions
Nebraska
$632K -$14.3K -103 -3%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$623K +$518K +3,737 New
SAM
204
Shell Asset Management
Netherlands
$615K -$8.88K -64 -2%
UBS Group
205
UBS Group
Switzerland
$608K -$2.62M -18,886 -84%
Creative Planning
206
Creative Planning
Kansas
$607K +$227K +1,637 +82%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$606K +$57.4K +414 +13%
Prudential Financial
208
Prudential Financial
New Jersey
$593K +$38.3K +276 +8%
EA
209
Ellsworth Advisors
Ohio
$549K +$5.68K +41 +1%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$544K -$224K -1,618 -33%
Corient Private Wealth
211
Corient Private Wealth
Florida
$541K -$3.19K -23 -0.7%
KeyBank National Association
212
KeyBank National Association
Ohio
$532K -$105K -756 -19%
ECM
213
Evergreen Capital Management
Washington
$498K +$52.7K +380 +15%
VI
214
Vestcor Inc
New Brunswick, Canada
$449K +$374K +2,697 New
LCM
215
Legato Capital Management
California
$420K +$103K +745 +42%
TCM
216
Teza Capital Management
Illinois
$419K +$349K +2,515 New
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$411K +$18.3K +132 +6%
Lido Advisors
218
Lido Advisors
California
$405K +$337K +2,430 New
SFA
219
Sequoia Financial Advisors
Ohio
$399K +$10.4K +75 +3%
CA
220
Cetera Advisors
Colorado
$395K +$9.85K +71 +3%
BCM
221
Bayesian Capital Management
New York
$386K +$27.7K +200 +9%
X
222
Xponance
Pennsylvania
$385K +$20.4K +147 +7%
AA
223
ALPS Advisors
Colorado
$370K -$65K -469 -17%
MAM
224
Martingale Asset Management
Massachusetts
$368K -$41.5K -299 -12%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$368K +$10.4K +75 +4%