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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
351
Vestmark Advisory Solutions
Massachusetts
$481K +$536K +2,295 New
P
352
&Partners
Tennessee
$480K -$92.9K -398 -15%
PA
353
Pinnacle Associates
New York
$479K – – –
NA
354
NewEdge Advisors
Louisiana
$467K -$104K -444 -17%
AT
355
American Trust
Kentucky
$465K +$240K +1,027 +86%
WWP
356
WR Wealth Planners
Missouri
$463K -$59.1K -253 -10%
LWAM
357
Legacy Wealth Asset Management
Minnesota
$462K +$2.57K +11 +0.5%
AWAU
358
Alliance Wealth Advisors (Utah)
Utah
$450K -$458K -1,963 -48%
VWM
359
Venturi Wealth Management
Texas
$448K +$121K +518 +32%
GC
360
Guggenheim Capital
Illinois
$441K +$231K +988 +88%
WI
361
Wahed Invest
New York
$440K +$25.2K +108 +5%
SOW
362
State of Wyoming
Wyoming
$437K -$11.4K -49 -2%
GCA
363
Greenwood Capital Associates
South Carolina
$430K -$24.3K -104 -5%
PIC
364
Portland Investment Counsel
Ontario, Canada
$419K +$280K +1,200 +150%
ST
365
Somerset Trust
Pennsylvania
$418K -$19.8K -85 -4%
AA
366
AlphaCentric Advisors
Puerto Rico
$412K +$459K +1,965 New
MC
367
Maverick Capital
Texas
$411K +$457K +1,958 New
GIM
368
Groesbeck Investment Management
New Jersey
$401K -$60.7K -260 -12%
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
$401K +$249K +1,067 +126%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$386K +$20.1K +86 +5%
MCC
371
Malaga Cove Capital
California
$386K +$5.84K +25 +1%
Zurich Cantonal Bank
372
Zurich Cantonal Bank
Switzerland
$381K -$418K -1,792 -50%
EHAM
373
Eagle Harbor Asset Management
Washington
$380K – – –
CP
374
Covenant Partners
Tennessee
$378K -$425K -1,819 -50%
DADC
375
D.A. Davidson & Co
Montana
$372K -$17.3K -74 -4%