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Name Holding Trade Value Shares
Change
Change in
Stake
Algert Global
351
Algert Global
California
$321K +$314K +3,660 New
MWA
352
Motive Wealth Advisors
Michigan
$320K +$313K +3,652 New
Veritable
353
Veritable
Delaware
$315K -$514 -6 -0.2%
Banco Bilbao Vizcaya Argentaria
354
Banco Bilbao Vizcaya Argentaria
Spain
$305K +$24.8K +289 +9%
Oppenheimer & Co
355
Oppenheimer & Co
New York
$304K +$3.6K +42 +1%
MIP
356
Marietta Investment Partners
Wisconsin
$297K – – –
NewEdge Advisors
357
NewEdge Advisors
Louisiana
$295K +$289K +3,370 New
CGA
358
Crescent Grove Advisors
Illinois
$293K +$287K +3,350 New
Kingsview Wealth Management
359
Kingsview Wealth Management
Oregon
$290K -$457K -5,332 -62%
Dynamic Advisor Solutions
360
Dynamic Advisor Solutions
Arizona
$286K +$280K +3,265 New
HIS
361
Harvest Investment Services
Illinois
$285K +$65.9K +769 +31%
Brinker Capital Investments
362
Brinker Capital Investments
Pennsylvania
$284K -$2.4M -28,005 -90%
GC
363
Gilbert & Cook
Iowa
$282K +$30.7K +358 +12%
GIM
364
Grassi Investment Management
California
$274K +$27.9K +325 +12%
Whittier Trust
365
Whittier Trust
California
$267K – – –
BTWM
366
Baker Tilly Wealth Management
Wisconsin
$265K +$27.5K +321 +12%
B. Metzler seel. Sohn & Co
367
B. Metzler seel. Sohn & Co
Germany
$262K -$2.12M -24,710 -89%
QS Investors
368
QS Investors
New York
$259K – – –
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
$257K +$252K +2,934 New
Foundations Investment Advisors
370
Foundations Investment Advisors
Arizona
$251K +$258K +3,005 New
BCM
371
Bayesian Capital Management
New York
$245K +$240K +2,800 New
OGC
372
Oak Grove Capital
New Hampshire
$245K +$240K +2,800 New
London Company of Virginia
373
London Company of Virginia
Virginia
$244K – – –
Raymond James Trust
374
Raymond James Trust
Florida
$242K +$3.26K +38 +1%
KA
375
Kercheville Advisors
Texas
$240K -$72.5K -846 -24%