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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
301
Legacy Wealth Asset Management
Minnesota
$612K +$170K +765 +36%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$605K -$38.3K -172 -6%
TA
303
Tectonic Advisors
Texas
$595K – – –
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$592K +$295K +1,324 +91%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$575K +$12K +54 +2%
LA
306
Legacy Advisors
Pennsylvania
$562K -$61.9K -278 -10%
DI
307
DFPG Investments
Utah
$550K -$476K -2,140 -45%
ARMT
308
Amica Retiree Medical Trust
Rhode Island
$546K -$74.8K -336 -12%
BTWM
309
Baker Tilly Wealth Management
Wisconsin
$544K -$426K -1,914 -43%
TF
310
TIAA FSB
Florida
$541K -$76.3K -343 -12%
BCM
311
Bayesian Capital Management
New York
$537K +$560K +2,515 New
TCM
312
Tributary Capital Management
Nebraska
$532K +$6.45K +29 +1%
KFP
313
KB Financial Partners
New Jersey
$528K +$80.1K +360 +17%
YMRC
314
Yorktown Management & Research Company
Virginia
$523K – – –
SW
315
SteelPeak Wealth
California
$518K -$116K -522 -18%
MIP
316
Marietta Investment Partners
Wisconsin
$516K -$101K -456 -16%
CM
317
Castleark Management
Illinois
$515K – – –
SIA
318
SkyView Investment Advisors
New Jersey
$513K +$93.7K +421 +21%
CA
319
Cetera Advisors
Colorado
$493K -$27.4K -123 -5%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$493K +$514K +2,308 New
PCM
321
Prelude Capital Management
New York
$490K -$57.2K -257 -10%
PA
322
Pinnacle Associates
New York
$489K +$2.89K +13 +0.6%
AIC
323
Archer Investment Corporation
Indiana
$488K – – –
PWM
324
Purus Wealth Management
California
$486K – – –
PI
325
PGGM Investments
Netherlands
$479K – – –