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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$866K +$126K +3,355 +15%
RBC
327
Romano Brothers & Co
Illinois
$829K
Truist Financial
328
Truist Financial
North Carolina
$827K -$142K -3,780 -13%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$825K +$68.6K +1,833 +8%
URS
330
Utah Retirement Systems
Utah
$823K +$15.2K +406 +2%
PCA
331
Pallas Capital Advisors
Massachusetts
$816K +$922K +24,613 New
Schroder Investment Management Group
332
Schroder Investment Management Group
United Kingdom
$816K -$46.1K -1,231 -5%
TI
333
Tidal Investments
Wisconsin
$805K -$1.9M -50,694 -68%
Calamos Advisors
334
Calamos Advisors
Illinois
$792K +$894K +23,865 New
Kovitz Investment Group Partners
335
Kovitz Investment Group Partners
Illinois
$782K +$882K +23,568 New
TWM
336
Trevian Wealth Management
Massachusetts
$772K
TC
337
TownSquare Capital
Utah
$767K +$547K +14,608 +171%
DT
338
Diversified Trust
Tennessee
$764K +$62K +1,656 +8%
VIM
339
Vinva Investment Management
Australia
$758K -$1.25M -33,476 -60%
CIA
340
Concurrent Investment Advisors
Florida
$757K +$854K +22,808 New
QCM
341
Quantinno Capital Management
New York
$748K +$525K +14,012 +164%
Manulife (Manufacturers Life Insurance)
342
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$746K -$1.83M -48,764 -68%
EI
343
Ethic Inc
New York
$744K +$470K +12,559 +137%
CMF
344
Counterpoint Mutual Funds
California
$721K +$135K +3,603 +20%
AI
345
Atria Investments
North Carolina
$716K +$92.1K +2,460 +13%
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$702K -$157K -4,180 -16%
AG
347
Ascent Group
Virginia
$697K +$60.8K +1,624 +8%
BMO
348
Beck Mack & Oliver
New York
$694K
SPC
349
Sigma Planning Corp
Michigan
$694K +$783K +20,912 New
GIBU
350
Gulf International Bank (UK)
United Kingdom
$681K