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Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Evoke Wealth
California
$437K – – –
Neuberger Berman Group
402
Neuberger Berman Group
New York
$436K -$273K -6,562 -40%
FQ
403
First Quadrant
California
$433K +$359K +8,639 New
KPWS
404
Kestra Private Wealth Services
Texas
$430K -$31.8K -765 -8%
QSS
405
Quantitative Systematic Strategies
Florida
$429K -$82.2K -1,979 -19%
SI
406
Stephens Inc
Arkansas
$428K +$6.23K +150 +2%
JIC
407
Joel Isaacson & Co
New York
$426K – – –
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$425K +$353K +8,492 New
TPA
409
Trivium Point Advisory
Connecticut
$422K +$334K +8,044 New
CAPTRUST Financial Advisors
410
CAPTRUST Financial Advisors
North Carolina
$419K -$296K -7,123 -46%
CAM
411
Cresset Asset Management
Illinois
$417K -$20.5M -493,875 -98%
IAA
412
Independent Advisor Alliance
North Carolina
$415K -$21K -506 -6%
SHGA
413
Sand Hill Global Advisors
California
$414K +$997 +24 +0.3%
CA
414
Cetera Advisors
Colorado
$414K +$18K +434 +6%
NIM
415
NuWave Investment Management
New Jersey
$411K +$340K +8,194 +51,213%
SP
416
Symmetry Partners
Connecticut
$410K +$14.9K +359 +5%
CIS
417
Capital International Sarl
California
$408K +$339K +8,153 New
OIA
418
OneDigital Investment Advisors
Kansas
$408K +$339K +8,158 New
VAS
419
Vestmark Advisory Solutions
Massachusetts
$404K -$103K -2,473 -23%
OC
420
Oakmont Corp
California
$402K – – –
AC
421
Alexandria Capital
Virginia
$401K – – –
SC
422
Saltoro Capital
Texas
$401K +$332K +8,000 New
FRM
423
Fox Run Management
Connecticut
$393K +$326K +7,842 New
RFC
424
Regions Financial Corp
Alabama
$392K +$325K +7,828 New
MYAM
425
Meiji Yasuda Asset Management
Japan
$390K +$323K +7,780 New