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Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Smithfield Trust
Pennsylvania
$167K -$55.9K -173 -26%
POIA
552
Pin Oak Investment Advisors
Texas
$167K
BAM
553
Barrett Asset Management
New York
$159K
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$146K +$114K +353 +415%
S
555
SignatureFD
Georgia
$139K -$48.8K -151 -27%
PA
556
Perennial Advisors
New York
$135K +$131K +405 New
AAM
557
Ardevora Asset Management
United Kingdom
$134K -$55.2M -170,700 -100%
C
558
Cerebellum
California
$125K +$320K +988 New
KPW
559
Kore Private Wealth
New York
$124K +$21K +65 +21%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$115K
OPS
561
Orion Portfolio Solutions
Nebraska
$112K +$68.9K +213 +173%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$100K +$97.3K +301 New
CFB
563
Cullen/Frost Bankers
Texas
$98K +$95.4K +295 New
CB
564
CNB Bank
Pennsylvania
$92K +$1.94K +6 +2%
CIA
565
CSat Investment Advisory
Michigan
$89K -$11K -34 -11%
QCG
566
Quadrant Capital Group
Ohio
$81K -$18.1K -56 -19%
IA
567
IndexIQ Advisors
New York
$81K +$69.9K +216 +771%
EI
568
Ellevest Inc
New York
$79K +$34K +105 +80%
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$74K +$69.9K +216 New
GRP
570
Global Retirement Partners
California
$72K +$6.47K +20 +10%
BL
571
Balentine LLC
Georgia
$69K +$4.2K +13 +7%
AIM
572
AIA Investment Management
Singapore
$66K +$18.4K +57 +41%
SIAS
573
Shine Investment Advisory Services
Colorado
$55K +$19.4K +60 +58%
MIFH
574
Migdal Insurance & Financial Holdings
Israel
$48K +$46.6K +144 New
AS
575
Altshuler Shaham
Israel
$46K +$12.9K +40 +41%