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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
276
Ingalls & Snyder LLC
New York
$431K
RLH
277
RD Lewis Holdings
Florida
$430K +$349K +13,453 New
CGH
278
Crossmark Global Holdings
Texas
$425K -$519 -20 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
279
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$423K +$389K +14,984 New
PD
280
Point72 (DIFC)
United Arab Emirates
$416K +$382K +14,725 New
NFC
281
Northstar Financial Companies
Pennsylvania
$415K +$381K +14,695 New
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$411K +$31.2K +1,204 +9%
VSQM
283
V-Square Quantitative Management
Illinois
$411K +$98.8K +3,805 +36%
PMAM
284
Penn Mutual Asset Management
Pennsylvania
$409K +$156K +6,000 +71%
AOWM
285
Alpha Omega Wealth Management
Virginia
$406K +$72.6K +2,798 +24%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$403K -$1.53K -59 -0.4%
SOAMC
287
Spirit of America Management Corp
New York
$395K
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$394K +$201K +7,762 +125%
AG
289
Algert Global
California
$387K -$12.1M -466,159 -97%
USAA
290
United Services Automobile Association
Texas
$387K
OAM
291
Oppenheimer Asset Management
New York
$387K +$356K +13,702 New
P
292
&Partners
Tennessee
$371K -$162K -6,256 -32%
PAM
293
Panagora Asset Management
Massachusetts
$369K +$34.7K +1,338 +11%
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$369K
WTC
295
WhitTier Trust Company
Nevada
$360K +$331K +12,756 New
Wolverine Trading
296
Wolverine Trading
Illinois
$356K +$328K +12,653 New
SCM
297
Sterling Capital Management
North Carolina
$354K -$234K -9,021 -42%
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$351K +$3.22K +124 +1%
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
$344K -$1.89M -72,952 -86%
CPRC
300
Consolidated Portfolio Review Corp
New York
$340K -$58.7K -2,263 -16%