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Name Holding Trade Value Shares
Change
Change in
Stake
KF
251
Krilogy Financial
Missouri
$484K -$139 -1 -0%
SLAM
252
Swiss Life Asset Management
$479K -$22.2K -159 -5%
Truist Financial
253
Truist Financial
North Carolina
$477K +$6.83K +49 +2%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$477K +$384K +2,757 New
SA
255
Sanctuary Advisors
Indiana
$471K +$3.07K +22 +0.8%
B
256
Bailard
California
$455K
AWM
257
Apollon Wealth Management
South Carolina
$451K -$137K -984 -27%
KeyBank National Association
258
KeyBank National Association
Ohio
$439K +$354K +2,537 New
AIP
259
Ameritas Investment Partners
Nebraska
$436K +$41.1K +295 +13%
CM
260
Caption Management
Oklahoma
$433K +$349K +2,500 New
SWA
261
Stratos Wealth Advisors
Ohio
$427K
PSCM
262
Per Stirling Capital Management
Texas
$426K
VA
263
Vident Advisory
Georgia
$425K +$342K +2,455 New
SIA
264
SeaBridge Investment Advisors
New Jersey
$421K +$339K +2,431 New
GCIA
265
Gabelli & Co Investment Advisers
New York
$419K
Capstone Investment Advisors
266
Capstone Investment Advisors
New York
$407K +$39.6K +284 +14%
MFS
267
Mirabella Financial Services
United Kingdom
$398K -$83.2K -597 -21%
FFA
268
Farther Finance Advisors
California
$398K +$232K +1,667 +264%
Vanguard Personalized Indexing Management
269
Vanguard Personalized Indexing Management
California
$377K +$20.2K +145 +7%
Cerity Partners
270
Cerity Partners
New York
$370K +$298K +2,138 New
DnB Asset Management
271
DnB Asset Management
Norway
$369K -$960K -6,883 -76%
VAS
272
Vestmark Advisory Solutions
Massachusetts
$351K +$283K +2,030 New
BAM
273
Byrne Asset Management
New Jersey
$351K -$34.7K -249 -14%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$350K -$12.3K -88 -4%
BAM
275
Berkshire Asset Management
Pennsylvania
$346K