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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
201
Atlantic Union Bankshares
Virginia
$231K
Fiera Capital (Canada)
202
Fiera Capital (Canada)
Quebec, Canada
$231K +$231K +6,290 New
RFWA
203
RPg Family Wealth Advisory
Massachusetts
$229K
FAAS
204
First Allied Advisory Services
California
$229K +$227K +6,178 New
PFM
205
Parsec Financial Management
North Carolina
$226K
PNC
206
Park National Corp
Ohio
$225K
OC
207
Oppenheimer & Co
New York
$222K -$5.63K -153 -2%
CT
208
Cambridge Trust
Massachusetts
$221K
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$218K +$14K +381 +7%
IIC
210
Integrated Investment Consultants
Michigan
$218K +$218K +5,938 New
TC
211
TownSquare Capital
Utah
$214K +$224K +6,078 New
CAN
212
Cetera Advisor Networks
California
$213K -$589 -16 -0.3%
HKAM
213
Horizon Kinetics Asset Management
New York
$213K
WPC
214
Waters Parkerson & Co
Louisiana
$213K
WT
215
Whittier Trust
California
$213K
PCG
216
Private Capital Group
Connecticut
$209K +$78.7K +2,140 +60%
EWA
217
EP Wealth Advisors
California
$207K -$24.7K -670 -11%
KPW
218
Kore Private Wealth
New York
$205K +$211K +5,734 New
BFC
219
Bedel Financial Consulting
Indiana
$202K
Neuberger Berman Group
220
Neuberger Berman Group
New York
$201K +$201K +5,461 New
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$201K +$203K +5,505 New
Barclays
222
Barclays
United Kingdom
$200K +$200K +5,437 New
Barrow, Hanley, Mewhinney & Strauss
223
Barrow, Hanley, Mewhinney & Strauss
Texas
$189K
Bessemer Group
224
Bessemer Group
New Jersey
$182K
SPIA
225
Steward Partners Investment Advisory
New York
$172K +$170K +4,628 +6,907%