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Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
126
Capital World Investors
California
$1.63M +$14.2K +161 +0.8%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$1.6M -$356K -4,026 -17%
MML Investors Services
128
MML Investors Services
Massachusetts
$1.55M -$74K -838 -4%
EGA
129
Eagle Global Advisors
Texas
$1.52M -$286K -3,239 -15%
HBWM
130
Hollow Brook Wealth Management
New York
$1.48M +$736K +8,332 +84%
TC
131
TownSquare Capital
Utah
$1.47M +$306K +3,469 +24%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.44M -$19.4M -220,039 -93%
KeyBank National Association
133
KeyBank National Association
Ohio
$1.41M -$360K -4,079 -19%
AI
134
Atria Investments
North Carolina
$1.39M +$261K +2,960 +21%
IAA
135
Independent Advisor Alliance
North Carolina
$1.33M +$38.4K +435 +3%
IWC
136
Integrated Wealth Concepts
Massachusetts
$1.32M +$53.6K +607 +4%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$1.29M -$475K -5,380 -25%
FFM
138
Forum Financial Management
Illinois
$1.24M +$3.62K +41 +0.3%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.23M -$103K -1,171 -7%
UCFA
140
United Capital Financial Advisors
Texas
$1.21M -$209K -2,370 -14%
AA
141
ALPS Advisors
Colorado
$1.21M +$67.3K +762 +5%
AAM
142
Azzad Asset Management
Virginia
$1.19M -$1.54M -17,409 -67%
FA
143
FDx Advisors
Illinois
$1.17M -$607K -6,869 -32%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$1.15M +$5.56K +63 +0.4%
FTDI
145
First Trust Direct Indexing
Massachusetts
$1.15M +$187K +2,113 +18%
KAS
146
Kestra Advisory Services
Texas
$1.13M -$76K -861 -6%
Prudential Financial
147
Prudential Financial
New Jersey
$1.13M -$105K -1,189 -8%
MCC
148
Malaga Cove Capital
California
$1.12M +$165K +1,866 +16%
BF
149
BOK Financial
Oklahoma
$1.11M -$995K -11,267 -45%
CGPCS
150
Capital Group Private Client Services
California
$1.11M -$7.81M -88,409 -87%