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Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
251
R.H. Bluestein & Co
Michigan
$758K
ONB
252
Old National Bancorp
Indiana
$757K +$157K +9,035 +32%
QSS
253
Quantitative Systematic Strategies
Florida
$748K +$643K +36,980 New
PA
254
Pinnacle Associates
New York
$743K -$10K -575 -2%
FTDI
255
First Trust Direct Indexing
Massachusetts
$741K +$637K +36,650 New
PAG
256
Private Advisor Group
New Jersey
$736K +$377K +21,670 +147%
Schroder Investment Management Group
257
Schroder Investment Management Group
United Kingdom
$732K -$837K -48,130 -57%
LSAG
258
Lake Street Advisors Group
New Hampshire
$732K +$22.1K +1,270 +4%
NERM
259
New England Research & Management
Illinois
$723K +$622K +35,750 New
WA
260
Wealth Alliance
New York
$716K -$2.26K -130 -0.4%
AIIMS
261
Analyst IMS Investment Management Services
Israel
$708K -$229K -13,195 -27%
BP
262
Ballentine Partners
Massachusetts
$698K +$2.09K +120 +0.3%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$696K +$20K +1,150 +3%
NA
264
NewEdge Advisors
Louisiana
$691K -$522 -30 -0.1%
PAS
265
Park Avenue Securities
New York
$689K +$155K +8,895 +35%
VF
266
Virtu Financial
New York
$674K +$206K +11,825 +55%
QCG
267
Quadrant Capital Group
Ohio
$669K +$28.9K +1,660 +5%
OFA
268
Oak Family Advisors
Illinois
$661K +$569K +32,690 New
William Blair & Company
269
William Blair & Company
Illinois
$658K +$12K +690 +2%
SFS
270
Sowell Financial Services
Arkansas
$648K +$37.8K +2,175 +7%
LWM
271
Loveless Wealth Management
Montana
$642K -$435 -25 -0.1%
JIC
272
Johnson Investment Counsel
Ohio
$635K -$348 -20 -0.1%
RC
273
RegentAtlantic Capital
New Jersey
$623K -$73.2K -4,210 -12%
TC
274
TownSquare Capital
Utah
$621K +$534K +30,715 New
AMC
275
Asset Management Corp
Illinois
$614K +$957 +55 +0.2%