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Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$357K +$29K +1,157 +16%
IPW
202
Impact Partnership Wealth
Georgia
$353K -$43K -1,715 -17%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$353K +$212K +8,440 New
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$349K +$209K +8,350 New
KIG
205
Kennedy Investment Group
New Jersey
$343K +$206K +8,217 New
AWA
206
Arete Wealth Advisors
Illinois
$338K -$57.7K -2,300 -22%
SG Americas Securities
207
SG Americas Securities
New York
$334K -$57.1M -2,276,293 -100%
GS
208
GTS Securities
Florida
$333K -$3.18M -126,984 -94%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$330K +$198K +7,899 New
IFG
210
Independent Financial Group
California
$319K +$192K +7,648 New
IAN
211
Integrated Advisors Network
Texas
$316K +$190K +7,576 New
KWM
212
Kingsview Wealth Management
Oregon
$308K -$99.4K -3,962 -35%
Lazard Asset Management
213
Lazard Asset Management
New York
$303K +$183K +7,282 New
AB
214
Amalgamated Bank
New York
$286K +$27.7K +1,106 +19%
MA
215
MONECO Advisors
Connecticut
$285K +$171K +6,830 New
QCM
216
Quantinno Capital Management
New York
$283K +$170K +6,784 New
Corient Private Wealth
217
Corient Private Wealth
Florida
$279K -$83K -3,310 -33%
MIG
218
McGuire Investment Group
Rhode Island
$272K +$163K +6,500 New
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$271K +$163K +6,490 New
CAM
220
Concorde Asset Management
Michigan
$271K +$163K +6,481 New
VAM
221
Verity Asset Management
North Carolina
$264K -$691K -27,571 -81%
William Blair & Company
222
William Blair & Company
Illinois
$260K +$156K +6,219 New
MFG
223
Magnus Financial Group
New York
$259K +$155K +6,200 New
American Century Companies
224
American Century Companies
Missouri
$250K -$704K -28,067 -82%
LW
225
Lauer Wealth
Indiana
$247K +$148K +5,910 New