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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$545K +$43.8K +4,850 +10%
CIP
227
Chartwell Investment Partners
Pennsylvania
$535K +$453K +50,180 New
BBA
228
Baader Bank Aktiengesellschaft
Germany
$523K +$443K +49,110 New
OC
229
Optimas Capital
Hong Kong
$522K +$442K +48,970 New
SO
230
STRS Ohio
Ohio
$500K – – –
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$485K +$2.89K +320 +0.7%
KAS
232
Kestra Advisory Services
Texas
$469K -$235K -26,020 -37%
GLA
233
Great Lakes Advisors
Illinois
$454K -$4.42K -490 -1%
SAM
234
Securian Asset Management
Minnesota
$452K – – –
BRWA
235
B. Riley Wealth Advisors
Florida
$447K +$379K +41,970 New
IA
236
Inspire Advisors
Idaho
$425K -$625K -69,290 -63%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$423K +$358K +39,690 New
VIA
238
Vident Investment Advisory
Georgia
$405K +$45.5K +5,040 +15%
PAM
239
Panagora Asset Management
Massachusetts
$402K +$341K +37,760 New
CGH
240
Crossmark Global Holdings
Texas
$399K +$338K +37,490 New
PA
241
Pinnacle Associates
New York
$381K – – –
AA
242
ALPS Advisors
Colorado
$362K +$307K +34,000 New
AC
243
AXQ Capital
New Jersey
$352K +$298K +33,000 New
OQS
244
Occudo Quantitative Strategies
Florida
$339K -$925K -102,550 -76%
Vontobel Holding
245
Vontobel Holding
Switzerland
$339K +$36.1K +4,000 +14%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$338K +$283K +31,330 +8,703%
YMRC
247
Yorktown Management & Research Company
Virginia
$333K – – –
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$327K +$12.5K +1,380 +5%
TC
249
TownSquare Capital
Utah
$326K +$276K +30,600 New
NA
250
NewEdge Advisors
Louisiana
$323K -$120K -13,270 -30%