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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
651
Waldron Private Wealth
Pennsylvania
$293K
CAM
652
Cresset Asset Management
Illinois
$291K -$26.1K -113 -9%
JCIA
653
Jackson Creek Investment Advisors
Colorado
$289K -$1.39K -6 -0.5%
MOS
654
MGO One Seven
Ohio
$286K -$45.3K -196 -14%
BPA
655
Beacon Pointe Advisors
California
$284K +$270K +1,171 New
GIA
656
Gateway Investment Advisers
Ohio
$282K -$11.5K -50 -4%
BAM
657
Blueshift Asset Management
New Jersey
$279K -$915K -3,963 -78%
SCM
658
Shelton Capital Management
Colorado
$278K
QI
659
Qtron Investments
Massachusetts
$277K +$264K +1,144 New
AA
660
ALPS Advisors
Colorado
$277K +$264K +1,145 New
FHA
661
First Horizon Advisors
Tennessee
$275K +$2.54K +11 +1%
TFIPS
662
Towarzystwo Funduszy Inwestycyjnych PZU SA
$274K +$25.4K +110 +11%
SGA
663
Sustainable Growth Advisers
Connecticut
$271K +$259K +1,120 New
TNAM
664
Terra Nova Asset Management
New York
$270K -$3K -13 -1%
PRC
665
Pearl River Capital
Michigan
$269K +$256K +1,109 New
DAS
666
Dynamic Advisor Solutions
Arizona
$263K +$4.39K +19 +2%
AWA
667
Arkadios Wealth Advisors
Georgia
$261K +$173K +749 +228%
CFFP
668
Center for Financial Planning
Michigan
$258K
Brown Advisory
669
Brown Advisory
Maryland
$258K +$246K +1,067 New
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$257K -$924 -4 -0.4%
GT
671
Glenmede Trust
Pennsylvania
$257K +$245K +1,063 New
TFA
672
Tranquilli Financial Advisor
New Jersey
$255K +$243K +1,051 New
MA
673
Mutual Advisors
Nebraska
$255K +$243K +1,054 New
LCP
674
Legacy Capital Partners
Wisconsin
$254K -$13.9K -60 -5%
IAA
675
Independent Advisor Alliance
North Carolina
$254K -$4.85K -21 -2%