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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$1.1M -$152K -15,493 -13%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$1.07M +$35.1K +3,565 +4%
EI
128
Ethic Inc
New York
$1.05M -$308K -31,324 -23%
FC
129
FORA Capital
Florida
$1.05M +$881K +89,493 +721%
BS
130
Banco Santander
Spain
$1.03M -$90K -9,140 -8%
AAIM
131
American Assets Investment Management
California
$1.03M
CIC
132
Canal Insurance Company
South Carolina
$1.03M
VAS
133
Vestmark Advisory Solutions
Massachusetts
$1.03M +$370K +37,577 +60%
Osaic Holdings
134
Osaic Holdings
Arizona
$1.02M -$647K -65,713 -40%
Calamos Advisors
135
Calamos Advisors
Illinois
$1.01M +$3.82K +388 +0.4%
AQR Capital Management
136
AQR Capital Management
Connecticut
$991K +$174K +17,720 +23%
SI
137
Stephens Inc
Arkansas
$975K -$50.8K -5,160 -5%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$975K +$147K +14,935 +19%
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$969K -$844K -85,767 -48%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$960K -$19.1K -1,936 -2%
EPAM
141
Euro Pacific Asset Management
Puerto Rico
$953K -$7.56K -768 -0.8%
HWM
142
HB Wealth Management
Georgia
$943K +$268K +27,192 +42%
OWA
143
One Wealth Advisors
California
$931K +$83K +8,430 +10%
NI
144
Natural Investments
California
$906K -$49 -5 -0%
SFA
145
Sequoia Financial Advisors
Ohio
$875K -$2.75K -279 -0.3%
HFO
146
Heritage Family Offices
Arizona
$843K -$92.5K -9,402 -10%
CIM
147
Confluence Investment Management
Missouri
$840K +$8.25K +838 +1%
CK
148
Cohen Klingenstein
New York
$840K
TBC
149
Tweedy, Browne Co
Connecticut
$838K -$40.3K -4,090 -5%
PMSA
150
Patrick M. Sweeney & Associates
Illinois
$822K +$96.7K +9,825 +14%