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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
401
Values First Advisors
Tennessee
$234K +$282K +903 New
ASC
402
Atalanta Sosnoff Capital
New York
$231K +$278K +890 New
BRWM
403
B. Riley Wealth Management
Tennessee
$226K -$6.25K -20 -2%
LNC
404
Lincoln National Corp
Pennsylvania
$226K +$130K +415 +91%
CAN
405
Cetera Advisor Networks
California
$223K +$18.4K +59 +7%
American Century Companies
406
American Century Companies
Missouri
$217K +$1.88K +6 +0.7%
MYAM
407
Meiji Yasuda Asset Management
Japan
$216K +$63.1K +202 +32%
QCM
408
Quantinno Capital Management
New York
$212K -$94.7K -303 -27%
BWP
409
Baldwin Wealth Partners
Massachusetts
$212K – – –
CIA
410
Capital Impact Advisors
Massachusetts
$212K +$106K +340 +71%
AC
411
AWM Capital
Arizona
$208K – – –
XS
412
XR Securities
Illinois
$208K +$251K +802 New
TBA
413
Tower Bridge Advisors
Pennsylvania
$208K -$62.5K -200 -20%
CM
414
Castleark Management
Illinois
$200K – – –
MOACM
415
Mutual of America Capital Management
New York
$194K – – –
KAM
416
Karani Asset Management
New York
$192K -$115K -368 -33%
EI
417
Ellevest Inc
New York
$189K -$8.44K -27 -4%
Nomura Holdings
418
Nomura Holdings
Japan
$188K +$137K +439 +169%
ECM
419
EMC Capital Management
Texas
$186K +$188K +600 New
S
420
Seeyond
France
$181K -$4.06K -13 -2%
FP
421
Financial Perspectives
Minnesota
$176K – – –
VNA
422
Valley National Advisers
Pennsylvania
$167K +$625 +2 +0.4%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$162K -$625 -2 -0.3%
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$157K -$2.81M -9,000 -94%
GWM
425
Geneos Wealth Management
Colorado
$154K – – –