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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Teza Capital Management
Illinois
$722K +$729K +9,526 New
MWM
227
MorganRosel Wealth Management
Colorado
$693K -$23.6K -308 -3%
CP
228
Camelot Portfolios
Ohio
$664K +$36.9K +482 +6%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$651K +$19.8K +259 +3%
AWE
230
Avidian Wealth Enterprises
Texas
$635K -$110K -1,432 -15%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$631K +$67.5K +882 +12%
FNBOO
232
First National Bank of Omaha
Nebraska
$613K +$121K +1,580 +24%
William Blair & Company
233
William Blair & Company
Illinois
$608K
3C
234
361 Capital
Colorado
$604K -$17.3K -226 -3%
SP
235
Symmetry Partners
Connecticut
$599K +$331K +4,322 +121%
SB
236
Suntrust Banks
Georgia
$594K -$57.4K -750 -9%
SAM
237
Silvercrest Asset Management
New York
$591K +$58.6K +766 +11%
QT
238
Quantamental Technologies
New York
$586K +$591K +7,717 +77,170%
MFG
239
Magnus Financial Group
New York
$583K -$14.7K -192 -2%
SAM
240
Securian Asset Management
Minnesota
$582K -$49.8K -651 -8%
LAM
241
Lingohr Asset Management
Germany
$576K -$329K -4,300 -36%
FA
242
FDx Advisors
Illinois
$571K -$33.1K -432 -5%
GAM
243
Gotham Asset Management
New York
$569K -$1.36M -17,720 -70%
EAM
244
Eagle Asset Management
Florida
$568K +$74K +967 +15%
MIA
245
MainStreet Investment Advisors
Illinois
$559K -$5.51K -72 -1%
US Bancorp
246
US Bancorp
Minnesota
$550K +$3.75K +49 +0.7%
SEC
247
Seven Eight Capital
New York
$547K +$553K +7,222 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$546K -$5.51K -72 -1%
Bessemer Group
249
Bessemer Group
New Jersey
$542K -$322K -4,211 -37%
CIA
250
CSat Investment Advisory
Michigan
$535K +$252K +3,298 +88%