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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
126
OneAscent Financial Services
Alabama
$321K +$304K +12,696 New
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$317K +$300K +12,554 New
HSBC Holdings
128
HSBC Holdings
United Kingdom
$301K -$32.7K -1,368 -10%
V
129
Veritable
Delaware
$299K -$2.58K -108 -0.9%
MML Investors Services
130
MML Investors Services
Massachusetts
$298K +$44.4K +1,858 +19%
AR
131
Advisory Research
Illinois
$286K +$271K +11,336 New
TPCW
132
TD Private Client Wealth
New York
$275K +$260K +10,894 New
CCA
133
Checchi Capital Advisers
California
$274K +$2.77K +116 +1%
MWM
134
Mission Wealth Management
California
$266K -$120 -5 -0%
BCV
135
Banque Cantonale Vaudoise
Switzerland
$265K +$251K +10,500 New
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$263K +$249K +10,409 New
TAM
137
Trillium Asset Management
Massachusetts
$259K
MG
138
Mather Group
Illinois
$257K +$243K +10,179 New
American Century Companies
139
American Century Companies
Missouri
$241K +$228K +9,553 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$241K +$229K +9,570 New
AC
141
Addenda Capital
Quebec, Canada
$240K
DWT
142
Dorsey & Whitney Trust
South Dakota
$239K -$7.32K -306 -3%
IWA
143
Intercontinental Wealth Advisors
Texas
$232K -$164K -6,879 -45%
LSAG
144
Lake Street Advisors Group
New Hampshire
$228K +$8.1K +339 +4%
BAM
145
Blueshift Asset Management
New Jersey
$227K +$215K +9,002 New
MIM
146
Martin Investment Management
Florida
$224K
PCG
147
Private Capital Group
Connecticut
$223K -$34.6K -1,449 -14%
1WA
148
180 Wealth Advisors
Washington
$217K -$27.8K -1,162 -12%
TAM
149
Todd Asset Management
Kentucky
$217K
FCBT
150
First Citizens Bank & Trust
North Carolina
$217K +$205K +8,588 New