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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Aaron Wealth Advisors
Illinois
$714K +$183K +4,446 +36%
BCI
377
Brinker Capital Investments
Pennsylvania
$712K +$10.4K +252 +2%
OPS
378
Orion Portfolio Solutions
Nebraska
$712K +$10.4K +252 +2%
NL
379
NWAM LLC
Washington
$710K +$370K +8,976 +126%
RhumbLine Advisers
380
RhumbLine Advisers
Massachusetts
$708K +$153K +3,721 +29%
EA
381
Eudaimonia Advisors
Tennessee
$707K +$680K +16,499 New
WT
382
Whittier Trust
California
$701K -$740K -17,943 -52%
KIA
383
KLR Investment Advisors
Rhode Island
$701K +$712K +17,263 New
PFS
384
Prospera Financial Services
Texas
$700K +$135K +3,265 +25%
EAM
385
Eagle Asset Management
Florida
$699K +$679K +16,467 New
CFG
386
Carr Financial Group
Massachusetts
$687K +$8.78K +213 +1%
CPC
387
Cookson Peirce & Co
Pennsylvania
$686K +$660K +16,003 New
JPWM
388
Jamison Private Wealth Management
Georgia
$676K +$5.86K +142 +0.9%
Lido Advisors
389
Lido Advisors
California
$672K +$280K +6,795 +77%
PFPT
390
Pinnacle Financial Partners (Tennessee)
Tennessee
$672K +$162K +3,940 +34%
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$668K +$643K +15,589 New
AA
392
Ancora Advisors
Ohio
$662K +$24.7K +599 +4%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$658K +$34.8K +845 +6%
AIM
394
Alhambra Investment Management
Florida
$651K -$9.44K -229 -1%
EWM
395
EPG Wealth Management
Georgia
$651K +$8.7K +211 +1%
BP
396
Ballentine Partners
Massachusetts
$647K -$152K -3,680 -20%
VSQM
397
V-Square Quantitative Management
Illinois
$646K
HNB
398
Hilltop National Bank
Wyoming
$644K +$619K +15,011 New
IPAM
399
Investment Partners Asset Management
New Jersey
$641K
CPA
400
Cardiff Park Advisors
California
$641K +$617K +14,959 New