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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
251
Cypress Advisory Group
Arizona
$464K -$255K -2,000 -43%
CP
252
CenterBook Partners
Connecticut
$457K -$352K -2,764 -51%
William Blair Investment Management
253
William Blair Investment Management
Illinois
$450K +$1.53K +12 +0.5%
TCBWMS
254
Texas Capital Bank Wealth Management Services
Texas
$450K -$33.4K -262 -9%
GF
255
Gabelli Funds
New York
$434K
NWAG
256
Net Worth Advisory Group
Utah
$415K -$27.4K -215 -8%
ASA
257
Axxion S.A.
Luxembourg
$400K +$293K +2,300 New
Neuberger Berman Group
258
Neuberger Berman Group
New York
$399K -$205K -1,607 -41%
MGI
259
Miller Global Investments
Texas
$398K -$1.53K -12 -0.5%
Fayez Sarofim & Co
260
Fayez Sarofim & Co
Texas
$394K
IIWM
261
Investment Insight Wealth Management
New York
$390K -$8.4K -66 -3%
PA
262
Pinnacle Associates
New York
$389K -$3.95K -31 -1%
AAP
263
Arax Advisory Partners
Colorado
$389K +$252K +1,977 +760%
LA
264
Legacy Advisors
Pennsylvania
$382K
Baird Financial Group
265
Baird Financial Group
Wisconsin
$376K +$276K +2,166 New
CIG
266
Cullen Investment Group
Louisiana
$369K -$6.37K -50 -2%
JG
267
Jain Global
New York
$365K +$267K +2,100 New
TPI
268
Trust Point Inc
Wisconsin
$352K -$172K -1,351 -40%
First Trust Advisors
269
First Trust Advisors
Illinois
$349K -$95.5K -750 -27%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$346K -$21.4K -168 -8%
APP
271
Avantax Planning Partners
Iowa
$346K +$254K +1,992 New
GC
272
Guggenheim Capital
Illinois
$332K +$243K +1,910 New
HJIM
273
Henry James International Management
New York
$326K -$255 -2 -0.1%
TFA
274
Transamerica Financial Advisors
Florida
$317K -$65.2K -512 -22%
WG
275
Winton Group
United Kingdom
$313K -$3.66M -28,754 -94%