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Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
126
Invesco
Georgia
$532K +$91.7K +7,039 +16%
ONB
127
Old National Bancorp
Indiana
$525K -$13.7K -1,053 -2%
CIM
128
Confluence Investment Management
Missouri
$523K +$653K +50,096 New
Vanguard Personalized Indexing Management
129
Vanguard Personalized Indexing Management
California
$496K +$120K +9,189 +24%
GT
130
Greenleaf Trust
Michigan
$487K -$66.6K -5,115 -10%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$471K -$30.3K -2,322 -5%
KAS
132
Kestra Advisory Services
Texas
$470K -$18K -1,379 -3%
CL
133
CSS LLC
Illinois
$469K +$586K +45,000 New
AssetMark Inc
134
AssetMark Inc
California
$439K +$27K +2,069 +5%
MIAN
135
Mariner Independent Advisor Network
Kansas
$435K +$23.3K +1,791 +5%
EGM
136
Engineers Gate Manager
New York
$429K +$311K +23,877 +138%
CP
137
Covenant Partners
Tennessee
$419K -$1.04M -80,149 -67%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$415K +$518K +39,800 New
MML Investors Services
139
MML Investors Services
Massachusetts
$413K +$142K +10,884 +38%
UCFA
140
United Capital Financial Advisors
Texas
$399K -$5.55K -426 -1%
BSW
141
Buckingham Strategic Wealth
Missouri
$395K +$5.04K +387 +1%
EARNEST Partners
142
EARNEST Partners
Georgia
$395K +$66.9K +5,138 +16%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$392K -$45.2K -3,469 -8%
EI
144
Ellevest Inc
New York
$391K +$71.7K +5,505 +17%
PFO
145
Pathstone Family Office
New Jersey
$388K -$19.3K -1,483 -4%
FTDI
146
First Trust Direct Indexing
Massachusetts
$383K +$43.6K +3,345 +10%
BCM
147
Bayesian Capital Management
New York
$367K +$459K +35,200 New
FA
148
FDx Advisors
Illinois
$353K +$21K +1,610 +5%
BP
149
Ballentine Partners
Massachusetts
$352K
TPM
150
Triasima Portfolio Management
Quebec, Canada
$348K +$435K +33,395 New