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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Shell Asset Management
Netherlands
$575K -$136K -2,000 -19%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$575K -$1.91K -28 -0.3%
Creative Planning
153
Creative Planning
Kansas
$561K +$129K +1,893 +30%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$558K -$195K -2,857 -26%
GCAC
155
Guardian Capital Advisors (Canada)
Ontario, Canada
$557K +$126K +1,855 +29%
BCI
156
Brinker Capital Investments
Pennsylvania
$556K +$559K +8,204 New
RJA
157
Raymond James & Associates
Florida
$499K +$35.4K +519 +8%
AIP
158
Almanack Investment Partners
Pennsylvania
$485K +$481K +7,063 New
OFS
159
OneAscent Financial Services
Alabama
$463K +$53.9K +791 +13%
OR
160
Olympiad Research
Connecticut
$439K +$441K +6,471 New
RFC
161
Regions Financial Corp
Alabama
$425K -$50.5K -742 -11%
PP
162
PDT Partners
New York
$414K +$416K +6,109 New
OAM
163
Oppenheimer Asset Management
New York
$413K +$54.3K +797 +15%
FL
164
Fort LP
Maryland
$406K +$132K +1,931 +48%
CS
165
Candriam SCA
Luxembourg
$402K
IWA
166
Intercontinental Wealth Advisors
Texas
$383K +$22.1K +325 +6%
SGK
167
Steigerwald Gordon & Koch
Virginia
$349K
JIC
168
Johnson Investment Counsel
Ohio
$346K
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$334K -$13.1K -193 -4%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$330K -$46.8K -687 -12%
CAM
171
Cresset Asset Management
Illinois
$322K
American Century Companies
172
American Century Companies
Missouri
$319K -$51.6K -757 -14%
TI
173
Trexquant Investment
Connecticut
$309K -$356K -5,227 -53%
LAM
174
Lingohr Asset Management
Germany
$299K +$300K +4,400 New
WAS
175
WESPAC Advisors SoCal
California
$298K