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Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$426K +$2.24K +59 +0.5%
ESCM
302
Echo Street Capital Management
New York
$424K +$206K +5,429 +80%
LA
303
LBP AM
France
$420K -$69.1K -1,823 -13%
VF
304
Virtu Financial
New York
$414K +$452K +11,916 New
EIP
305
Epoch Investment Partners
New York
$413K – – –
LWAM
306
Legacy Wealth Asset Management
Minnesota
$397K +$150K +3,952 +53%
FB
307
Fulton Bank
Pennsylvania
$393K +$33.9K +894 +9%
HWAM
308
Hennion & Walsh Asset Management
New Jersey
$390K +$27.6K +727 +7%
UH
309
Unigestion Holding
Switzerland
$389K +$434K +11,446 New
HSA
310
HBK Sorce Advisory
Pennsylvania
$387K -$408K -10,765 -49%
Vontobel Holding
311
Vontobel Holding
Switzerland
$380K +$33.2K +877 +9%
MAM
312
MMA Asset Management
Pennsylvania
$379K +$8K +211 +2%
PIA
313
Pinion Investment Advisors
Kansas
$373K +$98.5K +2,598 +32%
SCM
314
Shelton Capital Management
Colorado
$373K – – –
IWC
315
Integrated Wealth Concepts
Massachusetts
$372K +$146K +3,861 +57%
Neuberger Berman Group
316
Neuberger Berman Group
New York
$369K -$110K -2,907 -21%
NFG
317
Nations Financial Group
Iowa
$369K -$141K -3,710 -26%
GW
318
GW & Wade
Massachusetts
$363K +$91.7K +2,419 +30%
Verition Fund Management
319
Verition Fund Management
Connecticut
$363K +$137K +3,602 +53%
BAM
320
Belpointe Asset Management
Nevada
$358K -$1.71K -45 -0.4%
OTL
321
Oak Thistle LLC
New York
$357K +$390K +10,281 New
SPIA
322
Steward Partners Investment Advisory
New York
$354K +$8.07K +213 +2%
NIM
323
Needham Investment Management
New York
$348K – – –
TPW
324
TL Private Wealth
Texas
$345K – – –
CWA
325
Centennial Wealth Advisory
Michigan
$344K +$12.1K +320 +3%