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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
276
SEI Investments
Pennsylvania
$334K +$357K +4,088 New
LOAMS
277
Lombard Odier Asset Management (Switzerland)
Switzerland
$329K -$351K -4,023 -50%
FBFS
278
First Business Financial Services
Wisconsin
$322K +$5.33K +61 +2%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$319K -$22.7K -260 -6%
MMA
280
Mizuho Markets Americas
New York
$310K -$17.5K -200 -5%
FFA
281
Farther Finance Advisors
California
$310K +$24K +275 +8%
EHAM
282
Eagle Harbor Asset Management
Washington
$309K -$246K -2,817 -43%
EWA
283
Exit Wealth Advisors
Georgia
$308K +$330K +3,773 New
VWM
284
Venturi Wealth Management
Texas
$307K -$101K -1,158 -24%
PUI
285
Purpose Unlimited Inc
$306K -$476K -5,447 -59%
ASA
286
Axxion S.A.
Luxembourg
$305K +$326K +3,731 New
Wealthfront Advisers
287
Wealthfront Advisers
California
$302K -$4.8K -55 -1%
AWA
288
Aaron Wealth Advisors
Illinois
$299K -$136K -1,560 -30%
SCP
289
Sivia Capital Partners
California
$288K -$115K -1,317 -27%
CCA
290
Checchi Capital Advisers
California
$275K -$26.7K -306 -8%
BP
291
Ballentine Partners
Massachusetts
$259K -$86.8K -994 -24%
FNBOO
292
First National Bank of Omaha
Nebraska
$257K -$175 -2 -0.1%
PFG
293
PAX Financial Group
Texas
$253K +$45.5K +521 +20%
MGP
294
Metis Global Partners
California
$248K -$335K -3,833 -56%
TC
295
Tacita Capital
Ontario, Canada
$247K -$56.3K -645 -18%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$243K -$147K -1,683 -36%
CG
297
CFO4Life Group
Texas
$239K +$255K +2,922 New
IC
298
IEQ Capital
California
$238K -$173K -1,983 -40%
WHG
299
Westwood Holdings Group
Texas
$236K +$3.93K +45 +2%
GCC
300
Guardian Capital (Canada)
Ontario, Canada
$235K -$1.05K -12 -0.4%