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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
151
Avalon Investment & Advisory
Texas
$612K -$84.1K -4,263 -13%
CI
152
Clal Insurance
Israel
$607K
OF
153
Outfitter Financial
Maine
$606K +$552K +27,972 New
DA
154
Doliver Advisors
Texas
$577K +$139K +7,034 +36%
MOACM
155
Mutual of America Capital Management
New York
$569K
MA
156
Modus Advisors
Minnesota
$565K
M&T Bank
157
M&T Bank
New York
$553K -$218K -11,072 -30%
Bessemer Group
158
Bessemer Group
New Jersey
$551K
WDC
159
Woodward Diversified Capital
California
$550K +$501K +25,400 New
CRC
160
Curi RMB Capital
Illinois
$538K -$370K -18,748 -43%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$537K +$131K +6,650 +37%
PCH
162
PGIM Custom Harvest
New Jersey
$529K +$431K +21,859 New
HA
163
HYA Advisors
Missouri
$525K
ASN
164
Advisory Services Network
Georgia
$512K +$1.56K +79 +0.3%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$505K -$191K -9,669 -29%
DLG
166
Daniel L. Goodwin
$505K -$138K -7,000 -23%
CCP
167
Cardan Capital Partners
Colorado
$504K
Franklin Resources
168
Franklin Resources
California
$475K
PCM
169
Pointe Capital Management
Michigan
$471K -$249K -12,625 -37%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469K -$8.56K -434 -2%
HB
171
Homrich & Berg
Georgia
$459K -$10.2K -515 -2%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$456K +$415K +21,045 New
JF
173
Jump Financial
Illinois
$449K +$57.1K +2,895 +16%
LW
174
Linscomb Wealth
Texas
$438K +$22.1K +1,120 +6%
TA
175
Tiedemann Advisors
New York
$422K