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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
276
OneAscent Financial Services
Alabama
$620K -$39.8K -803 -6%
CAM
277
Cresset Asset Management
Illinois
$619K -$149K -3,014 -20%
IP
278
Isthmus Partners
Wisconsin
$617K
SAM
279
Securian Asset Management
Minnesota
$613K -$4.96K -100 -0.8%
CFM
280
Catalyst Funds Management
Australia
$610K +$600K +12,100 New
Cerity Partners
281
Cerity Partners
New York
$609K -$196K -3,953 -25%
FIM
282
Freedom Investment Management
Connecticut
$608K -$75.2K -1,516 -11%
SOW
283
State of Wyoming
Wyoming
$588K +$255K +5,133 +79%
IC
284
IEQ Capital
California
$577K +$26K +525 +5%
FCM
285
Fieldview Capital Management
Michigan
$575K -$1.72M -34,672 -75%
AG
286
Algert Global
California
$574K +$565K +11,403 New
P
287
Pitcairn
Pennsylvania
$553K -$4.76K -96 -0.9%
AI
288
AdvisorShares Investments
Maryland
$552K
USAA
289
United Services Automobile Association
Texas
$533K
JFG
290
Jefferies Financial Group
New York
$530K +$521K +10,516 New
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$522K +$191K +3,849 +59%
HWM
292
HB Wealth Management
Georgia
$516K +$694 +14 +0.1%
SG Americas Securities
293
SG Americas Securities
New York
$513K +$230K +4,637 +84%
VCM
294
Versant Capital Management
Arizona
$506K +$340K +6,859 +216%
AA
295
Ancora Advisors
Ohio
$505K
EWA
296
EP Wealth Advisors
California
$502K +$57.1K +1,152 +13%
GI
297
GAMMA Investing
California
$491K +$226K +4,561 +88%
US Bancorp
298
US Bancorp
Minnesota
$488K -$18.8K -380 -4%
Wealth Enhancement Advisory Services
299
Wealth Enhancement Advisory Services
Minnesota
$486K +$81.9K +1,651 +21%
VCA
300
Verdence Capital Advisors
Maryland
$482K +$25.2K +509 +6%