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Name Holding Trade Value Shares
Change
Change in
Stake
MC
451
Maverick Capital
Texas
$614K +$148K +1,962 +34%
CBN
452
Cadence Bank NA
Texas
$606K
TC
453
TownSquare Capital
Utah
$604K +$220K +2,917 +54%
LWA
454
Lenox Wealth Advisors
New York
$598K
IAM
455
Infusive Asset Management
New York
$593K +$559K +7,425 New
BFEC
456
Benjamin F. Edwards & Company
Missouri
$587K -$20.5K -272 -4%
MSR
457
Main Street Research
Connecticut
$585K -$24.6M -326,880 -98%
FHC
458
First Heartland Consultants
Missouri
$585K +$124K +1,651 +29%
PA
459
Pinnacle Associates
New York
$583K -$11.3K -150 -2%
ED
460
Exane Derivatives
France
$575K
1WA
461
180 Wealth Advisors
Washington
$568K +$119K +1,578 +25%
William Blair & Company
462
William Blair & Company
Illinois
$568K +$301K +4,003 +128%
GIA
463
Gladstone Institutional Advisory
Florida
$553K +$287K +3,820 +123%
EF
464
Empowered Funds
Pennsylvania
$553K +$522K +6,934 New
MIP
465
Marietta Investment Partners
Wisconsin
$545K
WFI
466
West Family Investments
California
$541K +$510K +6,774 New
CAM
467
Crestone Asset Management
Colorado
$540K -$43.6K -580 -8%
OAM
468
Oppenheimer Asset Management
New York
$535K +$31.9K +424 +7%
ER
469
Enlightenment Research
Florida
$535K +$504K +6,700 New
MVP
470
Miller Value Partners
Florida
$521K
SPIA
471
Steward Partners Investment Advisory
New York
$515K +$46.4K +617 +11%
HJGA
472
Hardman Johnston Global Advisors
Connecticut
$514K +$71.5K +950 +17%
9WM
473
9258 Wealth Management
Ohio
$511K
ETC
474
Exchange Traded Concepts
Oklahoma
$502K +$103K +1,368 +28%
GIA
475
Gateway Investment Advisers
Ohio
$486K