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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$460K +$14.8K +158 +3%
AAS
227
Avantax Advisory Services
Texas
$459K +$463K +4,932 New
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$446K +$21.1K +225 +5%
CA
229
Continuum Advisory
Idaho
$444K
P
230
Pitcairn
Pennsylvania
$437K +$34K +362 +8%
FIA
231
Foundations Investment Advisors
Arizona
$433K
Osaic Holdings
232
Osaic Holdings
Arizona
$432K -$514K -5,474 -54%
Pictet Asset Management
233
Pictet Asset Management
Switzerland
$422K +$52.1K +555 +14%
William Blair & Company
234
William Blair & Company
Illinois
$408K +$181K +1,928 +79%
BHCM
235
Brevan Howard Capital Management
Jersey
$401K +$165K +1,760 +69%
CCM
236
Coldstream Capital Management
Washington
$395K -$43.6K -464 -10%
OIA
237
OneDigital Investment Advisors
Kansas
$394K +$397K +4,232 New
FHB
238
First Hawaiian Bank
Hawaii
$376K -$14.6K -156 -4%
PS
239
Principal Securities
Iowa
$375K -$34.3K -365 -8%
WSCM
240
Wellington Shields Capital Management
New York
$373K
SAM
241
Securian Asset Management
Minnesota
$371K -$9.39K -100 -2%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$371K
JIR
243
James Investment Research
Ohio
$352K
EFG
244
Everhart Financial Group
Ohio
$351K +$96.2K +1,025 +37%
II
245
Inspire Investing
Idaho
$351K -$8.92K -95 -2%
TFS
246
Thoroughbred Financial Services
Tennessee
$347K +$350K +3,728 New
WG
247
Welch Group
Alabama
$341K
PWP
248
Phillips Wealth Planners
Mississippi
$337K -$1.5K -16 -0.4%
JCM
249
Jacobi Capital Management
Pennsylvania
$330K +$8.92K +95 +3%
HEIP
250
Hudson Edge Investment Partners
New Jersey
$329K -$67.4K -718 -17%