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Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
151
Hollow Brook Wealth Management
New York
$1.62M +$170K +1,221 +12%
RFC
152
Regions Financial Corp
Alabama
$1.56M +$26.1K +187 +2%
Prudential Financial
153
Prudential Financial
New Jersey
$1.54M +$356K +2,547 +32%
LM
154
Lincluden Management
Ontario, Canada
$1.54M -$53.8K -385 -3%
PAM
155
Paradigm Asset Management
New York
$1.53M
AAM
156
Advisors Asset Management
Colorado
$1.52M -$336K -2,404 -18%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$1.47M +$152K +1,089 +12%
SS
158
Simplicity Solutions
Minnesota
$1.42M +$434K +3,111 +44%
HCC
159
Hirtle Callaghan & Co
Pennsylvania
$1.4M +$1.39M +9,961 New
QI
160
Qtron Investments
Massachusetts
$1.39M +$384K +2,753 +38%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$1.35M +$1.34M +9,564 New
GF
162
Gabelli Funds
New York
$1.34M +$20.9K +150 +2%
MCC
163
Malaga Cove Capital
California
$1.34M -$22.9K -164 -2%
KWA
164
KCS Wealth Advisory
California
$1.34M +$76.4K +547 +6%
JIC
165
Johnson Investment Counsel
Ohio
$1.34M +$11.3K +81 +0.9%
FTDI
166
First Trust Direct Indexing
Massachusetts
$1.33M +$15.4K +110 +1%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$1.31M +$6.56K +47 +0.5%
SW
168
SlateStone Wealth
Florida
$1.3M +$133K +950 +11%
EWA
169
Exencial Wealth Advisors
Oklahoma
$1.29M +$255K +1,829 +25%
HCA
170
Harbour Capital Advisors
Virginia
$1.29M +$3.77K +27 +0.3%
SIS
171
Susquehanna International Securities
Ireland
$1.26M +$1.26M +9,028 New
KAS
172
Kestra Advisory Services
Texas
$1.26M -$187K -1,339 -13%
CS
173
Credit Suisse
Switzerland
$1.26M +$478K +3,427 +62%
GT
174
Glenmede Trust
Pennsylvania
$1.26M +$6.7K +48 +0.5%
ACP
175
Ashfield Capital Partners
California
$1.24M