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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
276
Clear Harbor Asset Management
Connecticut
$842K -$71.4K -707 -8%
ORI
277
Oak Ridge Investments
Illinois
$822K +$12.1K +120 +2%
TFO
278
Tarbox Family Office
California
$818K +$808K +8,000 New
PAMU
279
Pictet Asset Management (UK)
United Kingdom
$796K -$102K -1,014 -12%
MML Investors Services
280
MML Investors Services
Massachusetts
$781K +$170K +1,686 +28%
SI
281
Stephens Inc
Arkansas
$752K +$34.7K +344 +5%
IAA
282
Independent Advisor Alliance
North Carolina
$747K -$10.9K -108 -1%
GSWM
283
Golden State Wealth Management
California
$714K +$705K +6,986 New
PA
284
Profund Advisors
Maryland
$704K -$12.2K -121 -2%
SAM
285
Silvercrest Asset Management
New York
$697K +$97.1K +962 +16%
HAG
286
HighPoint Advisor Group
Illinois
$680K +$73.8K +731 +12%
RIG
287
Renaissance Investment Group
Massachusetts
$660K +$27.3K +270 +4%
HI
288
Harrington Investments
California
$655K +$39.4K +390 +6%
CA
289
Cullinan Associates
Kentucky
$654K
SPIA
290
Steward Partners Investment Advisory
New York
$651K +$266K +2,635 +71%
PAM
291
Premier Asset Management
Illinois
$634K +$137K +1,358 +28%
PCM
292
Penserra Capital Management
California
$633K +$120K +1,193 +24%
OGF
293
Orin Green Financial
California
$631K
AWM
294
Avior Wealth Management
Nebraska
$618K -$453K -4,488 -43%
BAM
295
Blueshift Asset Management
New Jersey
$614K -$1.63M -16,135 -73%
GT
296
Glenmede Trust
Pennsylvania
$600K -$540K -5,345 -48%
WWM
297
Western Wealth Management
Colorado
$596K +$181K +1,797 +44%
TCOV
298
Trust Company of Vermont
Vermont
$582K
FWM
299
Frontier Wealth Management
Missouri
$572K +$58.1K +575 +11%
ABC
300
Associated Banc-Corp
Wisconsin
$566K +$269K +2,664 +93%