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Name Holding Trade Value Shares
Change
Change in
Stake
RA
251
RiverPark Advisors
New York
$414K +$86.8K +1,381 +26%
II
252
Inspire Investing
Idaho
$413K +$69K +1,098 +20%
SA
253
SpiderRock Advisors
Delaware
$404K
PCS
254
Personal CFO Solutions
New Jersey
$399K +$45.3K +721 +13%
SAM
255
Securian Asset Management
Minnesota
$393K -$17.2K -273 -4%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$380K +$60.2K +958 +18%
GIA
257
Gladstone Institutional Advisory
Florida
$379K +$80.4K +1,279 +26%
AAM
258
Austin Asset Management
Texas
$371K
BHPW
259
Beverly Hills Private Wealth
California
$366K -$73.9K -1,176 -17%
CB
260
Commerce Bank
Missouri
$358K
BTI
261
Blue Trust Inc
Georgia
$356K +$55.6K +884 +18%
CGH
262
Crossmark Global Holdings
Texas
$342K -$13.5K -215 -4%
NC
263
nVerses Capital
Florida
$334K +$75.4K +1,200 +29%
Osaic Holdings
264
Osaic Holdings
Arizona
$327K -$445K -7,071 -57%
KTA
265
Keeley-Teton Advisors
Illinois
$325K
KIA
266
Knollwood Investment Advisory
Maryland
$323K
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$321K +$43.1K +686 +15%
CCM
268
Coldstream Capital Management
Washington
$318K -$8.05K -128 -2%
PCM
269
PenderFund Capital Management
British Columbia, Canada
$318K +$239K +3,800 New
IC
270
IEQ Capital
California
$317K +$322K +5,121 New
Deutsche Bank
271
Deutsche Bank
Germany
$313K -$9.74K -155 -3%
M&T Bank
272
M&T Bank
New York
$304K +$251 +4 +0.1%
WWM
273
Whalen Wealth Management
Nevada
$304K +$309K +4,909 New
NRD
274
Nebula Research & Development
New York
$302K -$1.48M -23,465 -83%
IAS
275
Insigneo Advisory Services
Florida
$300K +$10.8K +172 +4%