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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Sompo Asset Management
Japan
$348K
HWM
302
HB Wealth Management
Georgia
$346K -$108K -2,384 -23%
WI
303
WBI Investments
New Jersey
$346K +$356K +7,853 New
CCM
304
Coldstream Capital Management
Washington
$345K +$261K +5,763 +279%
William Blair & Company
305
William Blair & Company
Illinois
$343K +$92.8K +2,050 +36%
HighTower Advisors
306
HighTower Advisors
Illinois
$342K -$222K -4,901 -39%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$336K +$6.2K +137 +2%
OIS
308
OneAscent Investment Solutions
Alabama
$330K -$362 -8 -0.1%
PFS
309
Prospera Financial Services
Texas
$326K +$91.4K +2,019 +37%
DFCM
310
Dark Forest Capital Management
Puerto Rico
$324K -$949K -20,959 -74%
SC
311
Syon Capital
California
$323K +$333K +7,344 New
TRCT
312
Tower Research Capital (TRC)
New York
$320K -$23.4K -517 -7%
CL
313
Choreo LLC
Illinois
$313K -$26.5K -585 -8%
HWAM
314
Hennion & Walsh Asset Management
New Jersey
$306K +$315K +6,953 New
UW
315
Unique Wealth
Florida
$300K +$11.8K +260 +4%
MGIA
316
Moneta Group Investment Advisors
Missouri
$296K
OAM
317
Oxford Asset Management
United Kingdom
$293K +$302K +6,667 New
BG
318
Bahl & Gaynor
Ohio
$292K -$638K -14,090 -68%
IPW
319
Impact Partnership Wealth
Georgia
$289K +$297K +6,569 New
LCM
320
Logan Capital Management
Pennsylvania
$287K -$556K -12,285 -65%
PP
321
PDS Planning
Ohio
$287K -$408 -9 -0.1%
Focus Partners Wealth
322
Focus Partners Wealth
Massachusetts
$280K +$50.9K +1,125 +22%
KCP
323
Kera Capital Partners
California
$279K -$22.5K -497 -7%
PWP
324
Phillips Wealth Planners
Mississippi
$267K +$9.28K +205 +4%
AWM
325
AE Wealth Management
Kansas
$265K -$16K -354 -6%