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Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
551
First National Bank & Trust Co of Newtown
Pennsylvania
$720K – – –
OPS
552
Orion Portfolio Solutions
Nebraska
$705K +$19.6K +535 +3%
BPA
553
Beacon Pointe Advisors
California
$698K -$2.78M -75,653 -78%
SAM
554
Silvercrest Asset Management
New York
$689K – – –
EWS
555
Evergreen Wealth Solutions
Pennsylvania
$683K -$87.6K -2,386 -10%
CGA
556
Crescent Grove Advisors
Illinois
$682K – – –
Boston Partners
557
Boston Partners
Massachusetts
$680K – – –
TA
558
Tectonic Advisors
Texas
$673K +$68.2K +1,858 +10%
Verition Fund Management
559
Verition Fund Management
Connecticut
$662K +$741K +20,182 New
WANY
560
Wealthspire Advisors (New York)
New York
$659K +$737K +20,089 New
MFG
561
MidWestOne Financial Group
Iowa
$658K -$15.6K -426 -2%
MFS
562
Monetta Financial Services
Illinois
$656K – – –
PFM
563
Parsec Financial Management
North Carolina
$646K -$147K -4,000 -17%
HI
564
Humankind Investments
New York
$644K +$27K +736 +4%
TFA
565
Transamerica Financial Advisors
Florida
$640K +$716K +19,497 +102,616%
Cetera Investment Advisers
566
Cetera Investment Advisers
Illinois
$637K +$65.7K +1,790 +10%
Wolverine Trading
567
Wolverine Trading
Illinois
$632K +$690K +18,803 New
JCIA
568
Jackson Creek Investment Advisors
Colorado
$631K -$69.5K -1,894 -9%
BMCM
569
Burns Matteson Capital Management
New York
$628K +$274K +7,469 +64%
EWA
570
EP Wealth Advisors
California
$615K -$34.2K -933 -5%
HCM
571
Helios Capital Management
Singapore
$615K +$688K +18,750 New
PFMU
572
Privium Fund Management (UK)
United Kingdom
$613K – – –
Rockefeller Capital Management
573
Rockefeller Capital Management
New York
$611K +$16.1K +440 +2%
CT
574
Cambridge Trust
Massachusetts
$609K -$5.4K -147 -0.8%
CW
575
Connectus Wealth
Ohio
$609K +$17.4K +473 +3%