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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$236K -$429K -6,733 -62%
NSEDCP
302
NJ State Employees Deferred Compensation Plan
New Jersey
$232K
Cerity Partners
303
Cerity Partners
New York
$219K -$355K -5,566 -62%
EP
304
Edgestream Partners
New Jersey
$219K +$241K +3,772 New
CB
305
Cadence Bank
Mississippi
$212K
CIC
306
Cornercap Investment Counsel
Georgia
$207K +$228K +3,573 New
CTC
307
Cetera Trust Company
Minnesota
$207K +$36K +565 +19%
FHB
308
First Hawaiian Bank
Hawaii
$205K +$226K +3,538 New
Corient Private Wealth
309
Corient Private Wealth
Florida
$202K -$878K -13,762 -80%
TSS
310
Two Sigma Securities
New York
$202K +$222K +3,480 New
VI
311
Vestcor Inc
New Brunswick, Canada
$199K +$219K +3,428 New
Osaic Holdings
312
Osaic Holdings
Arizona
$169K -$60.5K -949 -25%
BTI
313
Blue Trust Inc
Georgia
$150K +$42.1K +660 +34%
BC
314
Bayforest Capital
United Kingdom
$137K +$150K +2,359 New
NA
315
NewEdge Advisors
Louisiana
$136K +$7.78K +122 +5%
SS
316
Sunbelt Securities
Texas
$135K +$143K +2,239 +2,017%
IA
317
IFP Advisors
Florida
$132K +$64 +1 +0%
Jones Financial Companies
318
Jones Financial Companies
Missouri
$126K +$38K +596 +38%
GM
319
GeoWealth Management
Illinois
$117K +$124K +1,950 +2,708%
US Bancorp
320
US Bancorp
Minnesota
$115K +$64K +1,004 +102%
BFPW
321
BOK Financial Private Wealth
Colorado
$108K
RS
322
R Squared
Hong Kong
$104K +$115K +1,800 New
AT
323
Arlington Trust
Alabama
$97.8K
PS
324
Principal Securities
Iowa
$97.4K -$128 -2 -0.1%
VWM
325
Venturi Wealth Management
Texas
$92.9K +$85.4K +1,339 +507%