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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$427K
AIP
202
Ameritas Investment Partners
Nebraska
$400K +$53.3K +949 +17%
SIC
203
Samalin Investment Counsel
New York
$397K
GT
204
Glenmede Trust
Pennsylvania
$393K +$94.2K +1,676 +36%
CFO
205
Callan Family Office
Pennsylvania
$392K +$358K +6,363 New
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$377K -$18.9K -337 -5%
RPC
207
Royal Palms Capital
Montana
$370K -$225K -4,000 -40%
OAM
208
Oppenheimer Asset Management
New York
$368K -$16.7K -297 -5%
ECM
209
Evergreen Capital Management
Washington
$363K -$56.6K -1,006 -15%
Franklin Resources
210
Franklin Resources
California
$348K -$25.5M -452,982 -99%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$347K +$317K +5,633 New
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$346K
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$336K -$81.9K -1,457 -22%
YMRC
214
Yorktown Management & Research Company
Virginia
$330K
Vanguard Personalized Indexing Management
215
Vanguard Personalized Indexing Management
California
$325K +$15K +266 +5%
ICP
216
Impact Capital Partners
Colorado
$316K +$1.57K +28 +0.5%
US Bancorp
217
US Bancorp
Minnesota
$315K -$172K -3,064 -38%
CGH
218
Crossmark Global Holdings
Texas
$311K -$169 -3 -0.1%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$307K +$39.5K +702 +16%
QCG
220
Quadrant Capital Group
Ohio
$291K -$19.3K -343 -7%
BHPW
221
Beverly Hills Private Wealth
California
$290K
VAS
222
Vestmark Advisory Solutions
Massachusetts
$290K +$26.5K +472 +11%
Truist Financial
223
Truist Financial
North Carolina
$285K -$2.02K -36 -0.8%
SLAM
224
Swiss Life Asset Management
$281K +$18.8K +335 +8%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$268K +$34.9K +621 +17%