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Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Waverly Advisors
Alabama
$260K -$24.3K -379 -10%
Aberdeen Group
327
Aberdeen Group
United Kingdom
$259K -$60.1K -938 -21%
SW
328
SkyOak Wealth
Michigan
$258K -$128 -2 -0.1%
FHA
329
First Horizon Advisors
Tennessee
$257K -$5.83K -91 -3%
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$107K -1,676 -33%
FIA
331
FNY Investment Advisers
New York
$255K +$219K +3,421 New
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$253K – – –
AAP
333
Arax Advisory Partners
Colorado
$253K +$16.3K +254 +8%
PFS
334
Prospera Financial Services
Texas
$253K -$56.3K -879 -21%
LAM
335
LifePro Asset Management
California
$249K +$214K +3,335 New
GSEP
336
Golden State Equity Partners
California
$248K -$58.4K -911 -22%
SWP
337
Stratos Wealth Partners
Ohio
$243K +$208K +3,252 New
EH
338
Equitable Holdings
New York
$237K +$204K +3,180 New
US Bancorp
339
US Bancorp
Minnesota
$231K +$26.9K +420 +16%
Jones Financial Companies
340
Jones Financial Companies
Missouri
$230K -$60.8K -948 -23%
MIM
341
MetLife Investment Management
New Jersey
$230K -$4.29K -67 -2%
KOCAA
342
Knights of Columbus Asset Advisors
Connecticut
$229K -$17.4K -272 -8%
PIM
343
Plato Investment Management
Australia
$227K – – –
I
344
InceptionR
California
$225K -$101K -1,573 -34%
CSI
345
Cross Staff Investments
New York
$224K +$192K +3,000 New
QCM
346
QRG Capital Management
Illinois
$214K +$184K +2,868 New
CWM
347
Cornerstone Wealth Management
Missouri
$212K +$182K +2,838 New
TIAM2
348
Tru Independence Asset Management 2
Oregon
$212K +$182K +2,838 New
N
349
Natixis
France
$210K +$143K +2,229 +386%
OKSA
350
O'Keefe Stevens Advisory
New York
$208K +$179K +2,791 New