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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
151
HBK Sorce Advisory
Pennsylvania
$421K +$4.21K +83 +1%
APC
152
Aspire Private Capital
North Carolina
$417K +$10.4K +206 +3%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$416K -$147K -2,910 -27%
OC
154
Oppenheimer & Co
New York
$415K +$31K +611 +9%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$411K -$234K -4,619 -38%
QCM
156
Quest Capital Management
Texas
$398K -$22.2K -439 -6%
FIM
157
Frontier Investment Management
Texas
$396K +$4.05K +80 +1%
GAMC
158
Garner Asset Management Corp
Texas
$394K -$1.57K -31 -0.4%
SIA
159
Strategic Investment Advisors
Michigan
$394K -$912 -18 -0.2%
BF
160
BOK Financial
Oklahoma
$383K -$211K -4,158 -37%
SIC
161
Samalin Investment Counsel
New York
$382K +$20.1K +396 +6%
KMWM
162
Keudell/Morrison Wealth Management
Oregon
$379K +$1.22K +24 +0.3%
HDIM
163
Hanson & Doremus Investment Management
Vermont
$362K -$17.1K -338 -5%
CAM
164
Cresset Asset Management
Illinois
$357K +$58.2K +1,148 +25%
W
165
WealthStone
Ohio
$355K +$334K +6,600 New
S
166
SignatureFD
Georgia
$344K +$29.1K +575 +10%
EVM
167
Eaton Vance Management
Massachusetts
$333K -$51.3K -1,012 -14%
TD Asset Management
168
TD Asset Management
Ontario, Canada
$326K -$163K -3,217 -35%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$325K -$14.8K -292 -5%
AWM
170
Altium Wealth Management
New York
$323K +$48.3K +954 +19%
TCOV
171
Trust Company of Vermont
Vermont
$318K -$15.8K -311 -5%
RA
172
RFG Advisory
Alabama
$316K -$2.33K -46 -0.8%
KACA
173
Kayne Anderson Capital Advisors
California
$314K
MAFM
174
Mid Atlantic Financial Management
Pennsylvania
$310K -$557 -11 -0.2%
SCM
175
Stonebridge Capital Management
California
$307K -$21K -414 -7%