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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Altium Wealth Management
New York
$389K -$1.75K -7 -0.4%
TCM
327
Tributary Capital Management
Nebraska
$385K -$122K -487 -24%
VAS
328
Vestmark Advisory Solutions
Massachusetts
$384K -$95.7K -382 -19%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$383K +$23.3K +93 +6%
LA
330
Legacy Advisors
Pennsylvania
$382K +$394K +1,571 New
FCI
331
Financial Counselors Inc
Kansas
$379K -$85.7K -342 -18%
FW
332
FirstPurpose Wealth
Utah
$372K +$61.9K +247 +19%
BF
333
BOK Financial
Oklahoma
$370K +$9.77K +39 +3%
Vanguard Personalized Indexing Management
334
Vanguard Personalized Indexing Management
California
$367K +$109K +433 +40%
NAM
335
NorthCrest Asset Manangement
Minnesota
$365K +$376K +1,500 New
PA
336
Parallel Advisors
California
$362K -$8.02K -32 -2%
SBF
337
Sara-Bay Financial
Florida
$359K +$65.2K +260 +21%
HC
338
Henshaw Capital
Massachusetts
$358K -$205K -818 -36%
WT
339
Whittier Trust
California
$349K +$346K +1,380 +2,556%
DADC
340
D.A. Davidson & Co
Montana
$340K -$2.76K -11 -0.8%
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$334K +$344K +1,374 New
WG
342
Winton Group
United Kingdom
$333K +$343K +1,370 New
OPS
343
Orion Portfolio Solutions
Nebraska
$330K +$12.3K +49 +4%
IA
344
IndexIQ Advisors
New York
$329K +$24.1K +96 +8%
CB
345
Commerce Bank
Missouri
$328K -$12.8K -51 -4%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$324K +$49.4K +197 +17%
CFGS
347
Concourse Financial Group Securities
Alabama
$321K -$931K -3,716 -74%
KCM
348
Kendall Capital Management
Maryland
$321K – – –
AO
349
Advisor OS
Illinois
$313K -$618K -2,468 -66%
AAS
350
Avantax Advisory Services
Texas
$306K -$635K -2,532 -67%