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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$346K +$70.4K +1,637 +26%
PCIA
227
Prime Capital Investment Advisors
Kansas
$345K -$2.28K -53 -0.7%
ATIA
228
American Trust Investment Advisors
New Hampshire
$343K
OL
229
Optas LLC
Texas
$343K +$15.8K +367 +5%
New York State Common Retirement Fund
230
New York State Common Retirement Fund
New York
$334K +$129K +3,003 +64%
Connor, Clark & Lunn Investment Management (CC&L)
231
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$329K -$625K -14,526 -66%
BTI
232
Blue Trust Inc
Georgia
$328K +$334K +7,761 +1,331%
AWM
233
AE Wealth Management
Kansas
$328K -$5.16K -120 -2%
KP
234
Keel Point
Alabama
$322K +$27.6K +642 +9%
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$316K +$313K +7,262 New
Lido Advisors
236
Lido Advisors
California
$311K +$307K +7,144 New
WPC
237
Wedmont Private Capital
Pennsylvania
$304K +$86.4K +2,007 +41%
HSBC Holdings
238
HSBC Holdings
United Kingdom
$304K +$301K +6,991 New
CH
239
Cromwell Holdings
Wyoming
$303K +$300K +6,967 New
LTAS
240
Linden Thomas Advisory Services
North Carolina
$297K +$47.5K +1,103 +19%
STA
241
Summit Trail Advisors
New York
$296K +$292K +6,795 New
BPA
242
Beacon Pointe Advisors
California
$294K -$8.35K -194 -3%
S
243
SimplyRich
California
$292K +$9.29K +216 +3%
SAM
244
Smartleaf Asset Management
Massachusetts
$283K +$21.2K +493 +8%
MC
245
Moors & Cabot
Massachusetts
$283K +$280K +6,497 New
HCP
246
Hexagon Capital Partners
Arkansas
$280K +$5.81K +135 +2%
SPW
247
Sonoma Private Wealth
California
$280K +$5.85K +136 +2%
AssetMark Inc
248
AssetMark Inc
California
$277K +$240K +5,569 +698%
DWM
249
Drive Wealth Management
Utah
$277K +$11.7K +273 +4%
MCI
250
MRP Capital Investments
Georgia
$270K -$656K -15,250 -71%