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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
201
Essex Financial Services
Connecticut
$957K
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$951K -$8.43K -149 -0.9%
GVAG
203
Great Valley Advisor Group
Delaware
$948K +$81.6K +1,441 +9%
FAM
204
Family Asset Management
South Carolina
$916K
URS
205
Utah Retirement Systems
Utah
$912K
GA
206
GoalVest Advisory
New York
$871K +$53.7K +948 +6%
Corient Private Wealth
207
Corient Private Wealth
Florida
$830K +$24.8K +439 +3%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$829K +$148K +2,618 +21%
GCP
209
GSA Capital Partners
United Kingdom
$804K +$400K +7,061 +91%
CFGS
210
Concourse Financial Group Securities
Alabama
$803K +$58.7K +1,037 +8%
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$793K
PFPT
212
Pinnacle Financial Partners (Tennessee)
Tennessee
$771K +$17K +300 +2%
Sumitomo Mitsui Trust Group
213
Sumitomo Mitsui Trust Group
Japan
$764K +$10.2K +180 +1%
JF
214
Jump Financial
Illinois
$762K -$268K -4,728 -25%
SF
215
Synovus Financial
Georgia
$743K -$73.6K -1,300 -9%
VI
216
Versor Investments
New York
$734K +$764K +13,500 New
NHC
217
Nicholas Hoffman & Company
Georgia
$729K
Cerity Partners
218
Cerity Partners
New York
$721K -$9.51K -168 -1%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$718K -$342K -6,049 -31%
SG Americas Securities
220
SG Americas Securities
New York
$715K +$202K +3,562 +37%
Mariner
221
Mariner
Kansas
$703K -$29K -513 -4%
SAA
222
Southeast Asset Advisors
Georgia
$693K +$722K +12,750 New
CRC
223
Curi RMB Capital
Illinois
$689K
MLA
224
My Legacy Advisors
Oregon
$676K +$31.7K +560 +5%
AAM
225
Advisors Asset Management
Colorado
$670K -$12.4K -219 -2%