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Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
Strategic Advisors
New York
$890K – – –
MAM
552
Madison Asset Management
Wisconsin
$889K -$16.5K -104 -2%
EWM
553
Empirical Wealth Management
Washington
$889K -$192K -1,206 -17%
Verition Fund Management
554
Verition Fund Management
Connecticut
$885K -$149K -937 -14%
MCP
555
Mirador Capital Partners
California
$884K -$154K -967 -14%
HW
556
Hancock Whitney
Mississippi
$881K +$29.4K +185 +3%
SWP
557
Stratos Wealth Partners
Ohio
$876K -$188K -1,180 -17%
CWM
558
Calamos Wealth Management
Illinois
$876K -$7.48K -47 -0.8%
BEC
559
Blue Edge Capital
Virginia
$865K – – –
BFG
560
Bleakley Financial Group
New Jersey
$855K -$39.3K -247 -4%
ECM
561
Everence Capital Management
Indiana
$845K – – –
RJT
562
Raymond James Trust
Florida
$837K -$107K -671 -11%
I
563
INVST
Indiana
$833K +$54.6K +343 +6%
SA
564
SRN Advisors
Pennsylvania
$826K -$17.3K -109 -2%
RWM
565
Ritholtz Wealth Management
New York
$824K +$342K +2,147 +67%
FTDI
566
First Trust Direct Indexing
Massachusetts
$819K +$111K +700 +15%
S
567
SignatureFD
Georgia
$817K -$418K -2,630 -33%
BF
568
BOK Financial
Oklahoma
$812K -$2.05M -12,882 -71%
SSW
569
Smith Shellnut Wilson
Mississippi
$810K – – –
IFWM
570
Institute for Wealth Management
Colorado
$809K -$50.7K -319 -6%
ZF
571
Zhang Financial
Michigan
$799K +$9.07K +57 +1%
TMAM
572
Tokio Marine Asset Management
Japan
$795K +$59.2K +372 +8%
AMC
573
Asset Management Corp
Illinois
$790K -$62.8K -395 -7%
SCP
574
Stamos Capital Partners
California
$789K – – –
CFD
575
Creative Financial Designs
Indiana
$789K +$77.6K +488 +11%