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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$798K +$463K +8,010 +104%
Lido Advisors
227
Lido Advisors
California
$798K +$909K +15,734 New
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$796K +$86.6K +1,500 +11%
EI
229
Ethic Inc
New York
$787K -$98K -1,697 -10%
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$786K +$895K +15,500 New
SMC
231
Smith, Moore & Co
Missouri
$782K -$160K -2,770 -15%
PAS
232
Park Avenue Securities
New York
$775K -$437K -7,573 -33%
TD Asset Management
233
TD Asset Management
Ontario, Canada
$771K +$17.3K +300 +2%
TCOTS
234
Trust Company of the South
North Carolina
$740K
Financial Engines Advisors
235
Financial Engines Advisors
California
$730K -$86.2K -1,492 -9%
DM
236
Deerfield Management
New York
$726K +$243K +4,209 +42%
Neuberger Berman Group
237
Neuberger Berman Group
New York
$716K +$454K +7,859 +125%
CWM
238
Congress Wealth Management
Massachusetts
$686K
NHC
239
Nicholas Hoffman & Company
Georgia
$680K
PTC
240
Petrus Trust Company
Texas
$656K +$747K +12,925 New
SAA
241
Southeast Asset Advisors
Georgia
$653K +$2.54K +44 +0.3%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$644K +$734K +12,700 New
LTAS
243
Linden Thomas Advisory Services
North Carolina
$643K +$31.7K +548 +5%
CRC
244
Curi RMB Capital
Illinois
$643K -$2.08K -36 -0.3%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$641K +$51.9K +898 +8%
EBA
246
Eagle Bay Advisors
New York
$633K
DBRC
247
D.B. Root & Company
Pennsylvania
$633K +$40.9K +708 +6%
Jacobs Levy Equity Management
248
Jacobs Levy Equity Management
New Jersey
$632K +$720K +12,468 New
MAM
249
Martingale Asset Management
Massachusetts
$626K +$297K +5,135 +71%
GFA
250
Gallagher Fiduciary Advisors
Illinois
$626K +$43.7K +757 +7%