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Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
501
Neuberger Berman Group
New York
$307K +$102K +864 +38%
CCS
502
Concentric Capital Strategies
Connecticut
$303K +$366K +3,092 New
OWA
503
One Wealth Advisors
California
$302K +$366K +3,087 New
OIA
504
OneDigital Investment Advisors
Kansas
$294K +$356K +3,001 New
VI
505
Vestcor Inc
New Brunswick, Canada
$293K +$1.42K +12 +0.4%
OCBCO
506
Oversea-Chinese Banking Corp (OCBC)
Singapore
$291K -$19.7K -166 -5%
ACA
507
Aptus Capital Advisors
Alabama
$281K +$5.57K +47 +2%
JFG
508
Jefferies Financial Group
New York
$281K +$340K +2,869 New
CIA
509
Cladis Investment Advisory
Montana
$279K
GCS
510
Gordian Capital (Singapore)
Singapore
$277K +$332K +2,800 New
IAA
511
Independent Advisor Alliance
North Carolina
$277K -$28.9K -244 -8%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$275K -$2.78M -23,422 -87%
TF
513
Trek Financial
Arizona
$273K -$77.9K -657 -19%
IA
514
IFP Advisors
Florida
$271K +$121K +1,018 +58%
IIA
515
Integral Investment Advisors
California
$269K -$18.3K -154 -5%
GS
516
GTS Securities
Florida
$267K +$323K +2,725 New
Chevy Chase Trust
517
Chevy Chase Trust
Maryland
$263K -$3.91K -33 -1%
AIP
518
Arrowpoint Investment Partners
Singapore
$261K +$316K +2,670 New
CPIG
519
Chicago Partners Investment Group
Illinois
$257K -$13.2K -111 -4%
AWM
520
AE Wealth Management
Kansas
$256K +$310K +2,616 New
I
521
InceptionR
California
$256K -$97.5K -823 -24%
HAG
522
HighPoint Advisor Group
Illinois
$252K +$77.7K +656 +33%
AV
523
Aspiring Ventures
Ohio
$250K +$286K +2,410 New
CWM
524
Congress Wealth Management
Massachusetts
$249K -$109K -921 -27%
MFAM
525
Motley Fool Asset Management
Virginia
$248K +$33.1K +279 +12%