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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
WFA Asset Management
Wisconsin
$289K +$1.06K +33 +0.4%
SP
377
Symmetry Partners
Connecticut
$288K
MCM
378
MAI Capital Management
Ohio
$287K +$32 +1 +0%
BFA
379
Buttonwood Financial Advisors
Maryland
$287K +$283K +8,826 New
ASN
380
Advisory Services Network
Georgia
$285K +$281K +8,762 New
CTA
381
Colonial Trust Advisors
South Carolina
$284K
MGIA
382
Moneta Group Investment Advisors
Missouri
$269K +$577 +18 +0.2%
QCG
383
Quadrant Capital Group
Ohio
$268K +$13.7K +427 +5%
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$264K +$260K +8,118 New
CAM
385
Cresset Asset Management
Illinois
$263K +$20.1K +627 +8%
William Blair & Company
386
William Blair & Company
Illinois
$263K
AWS
387
Atria Wealth Solutions
New York
$263K +$128 +4 +0%
SOW
388
State of Wyoming
Wyoming
$259K +$59.2K +1,847 +30%
BFC
389
Bedel Financial Consulting
Indiana
$259K -$4.01K -125 -2%
GSWM
390
Greenup Street Wealth Management
Michigan
$258K
GT
391
Greenleaf Trust
Michigan
$256K +$2.21K +69 +0.9%
BFM
392
Boothbay Fund Management
New York
$254K +$250K +7,805 New
CCM
393
Coldstream Capital Management
Washington
$245K -$641 -20 -0.3%
HNB
394
Huntington National Bank
Ohio
$235K -$6.25K -195 -3%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$233K
Citadel Advisors
396
Citadel Advisors
Florida
$231K -$672K -20,974 -75%
AWM
397
AE Wealth Management
Kansas
$226K -$6.09K -190 -3%
AAS
398
Avantax Advisory Services
Texas
$225K +$577 +18 +0.3%
GHA
399
GW Henssler & Associates
Georgia
$222K +$219K +6,819 New
OAM
400
Oppenheimer Asset Management
New York
$215K -$10K -313 -5%