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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
326
PAX Financial Group
Texas
$236K -$13.9K -132 -5%
OAM
327
Oppenheimer Asset Management
New York
$233K +$76.5K +725 +40%
WorldQuant Millennium Advisors
328
WorldQuant Millennium Advisors
New York
$232K +$267K +2,530 New
BJL
329
Brighton Jones LLC
Washington
$227K +$263K +2,489 New
AWP
330
Abacus Wealth Partners
California
$226K -$574K -5,438 -69%
MC
331
Moors & Cabot
Massachusetts
$223K
LC
332
Landaas & Company
Wisconsin
$221K +$255K +2,419 New
DCM
333
Delaney Capital Management
$221K
BFM
334
Boothbay Fund Management
New York
$218K +$61K +578 +32%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$214K -$14.1K -134 -5%
Truist Financial
336
Truist Financial
North Carolina
$213K -$57.3K -543 -19%
AP
337
Anchyra Partners
Georgia
$209K +$7.91K +75 +3%
RIA
338
Retirement Investment Advisors
Oklahoma
$207K
M&T Bank
339
M&T Bank
New York
$207K -$9.18K -87 -4%
DC
340
Davenport & Co
Virginia
$207K
EFG
341
Everest Financial Group
Minnesota
$204K +$236K +2,233 New
MML Investors Services
342
MML Investors Services
Massachusetts
$201K -$488K -4,626 -68%
PA
343
Parallel Advisors
California
$192K -$76.6K -726 -26%
VCM
344
Versant Capital Management
Arizona
$190K +$64.8K +614 +42%
WETS
345
Wealth Enhancement Trust Services
South Dakota
$183K +$212K +2,008 New
PIM
346
Plato Investment Management
Australia
$181K -$1.61M -15,285 -89%
SPIA
347
Steward Partners Investment Advisory
New York
$177K +$36.1K +342 +21%
JWM
348
JPL Wealth Management
Colorado
$170K -$2.64M -25,027 -93%
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$165K -$190K -1,806 -50%
EFMH
350
E Fund Management (HK)
Hong Kong
$139K +$11.1K +105 +7%