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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Curated Wealth Partners
California
$299K +$10.1K +517 +2%
QC
277
QCM Cayman
Texas
$298K +$419K +21,386 New
LFAS
278
Level Four Advisory Services
Texas
$296K +$9.95K +507 +2%
LA
279
LVW Advisors
New York
$296K +$40.1K +2,043 +11%
ET
280
Equitable Trust
Tennessee
$292K -$379K -19,302 -48%
VAS
281
Vestmark Advisory Solutions
Massachusetts
$291K -$24.4K -1,245 -6%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$287K +$38.5K +1,961 +11%
LWAM
283
Legacy Wealth Asset Management
Minnesota
$282K +$8.08K +412 +2%
CAM
284
Cresset Asset Management
Illinois
$272K -$126K -6,411 -27%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$271K +$27K +1,374 +8%
SSCA
286
South Shore Capital Advisors
Massachusetts
$269K +$18.4K +940 +5%
FHA
287
Flagship Harbor Advisors
Massachusetts
$259K
VVP
288
Venture Visionary Partners
Ohio
$259K +$101K +5,147 +38%
PAM
289
Private Asset Management
California
$256K
BCV
290
Banque Cantonale Vaudoise
Switzerland
$250K -$167K -8,490 -32%
PAS
291
Park Avenue Securities
New York
$247K +$510 +26 +0.1%
CGA
292
Crescent Grove Advisors
Illinois
$247K +$333K +17,000 New
CCP
293
Corient Capital Partners
California
$240K -$32.4K -1,654 -9%
FCI
294
Financial Counselors Inc
Kansas
$240K +$1.08K +55 +0.3%
CAM
295
Cozad Asset Management
Illinois
$232K
ONB
296
Old National Bancorp
Indiana
$230K -$141K -7,187 -30%
CBFP
297
Cedar Brook Financial Partners
Ohio
$230K +$24.8K +1,266 +8%
FWIA
298
Fort Washington Investment Advisors
Ohio
$226K
GT
299
Glenmede Trust
Pennsylvania
$225K
RCA
300
Reitz Capital Advisors
Michigan
$224K +$87.8K +4,475 +39%