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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
551
Bleakley Financial Group
New Jersey
$500K -$112K -3,646 -16%
SS
552
Simplicity Solutions
Minnesota
$500K -$110K -3,581 -16%
MFG
553
Merit Financial Group
Georgia
$498K +$6.87K +224 +1%
GAG
554
GM Advisory Group
New York
$493K
TIAA Trust, National Association
555
TIAA Trust, National Association
North Carolina
$492K +$588K +19,162 New
LGA
556
Lebenthal Global Advisors
New York
$491K +$34.8K +1,134 +6%
FPAS
557
Focus Partners Advisor Solutions
Missouri
$490K +$183K +5,954 +45%
LPT
558
Legacy Private Trust
Wisconsin
$485K
AIMCA
559
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$473K
IGAM
560
iA Global Asset Management
Quebec, Canada
$472K +$269K +8,784 +92%
DT
561
Diversified Trust
Tennessee
$471K -$448K -14,602 -44%
CICI
562
Capital Investment Counsel Inc
North Carolina
$466K -$3.9K -127 -0.7%
BCI
563
Brinker Capital Investments
Pennsylvania
$465K -$202K -6,597 -27%
OPS
564
Orion Portfolio Solutions
Nebraska
$465K -$202K -6,597 -27%
DMBA
565
Deseret Mutual Benefit Administrators
Utah
$464K -$131K -4,269 -19%
PCMM
566
Piedmont Capital Management (Montana)
Montana
$463K
CT
567
Cambridge Trust
Massachusetts
$461K
B
568
Bailard
California
$459K +$157K +5,109 +40%
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$459K -$3.71K -121 -0.7%
TPA
570
Trivium Point Advisory
Connecticut
$457K +$6.44K +210 +1%
QCG
571
Quadrant Capital Group
Ohio
$450K -$52.9K -1,723 -9%
FIM
572
Freedom Investment Management
Connecticut
$445K -$54.9K -1,788 -9%
TW
573
Transform Wealth
Colorado
$442K -$46K -1,501 -8%
S
574
SignatureFD
Georgia
$441K -$62.2K -2,027 -11%
CFB
575
Cullen/Frost Bankers
Texas
$441K -$27.3K -891 -5%