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Name Holding Trade Value Shares
Change
Change in
Stake
PVH
251
Psagot Value Holdings
Israel
$68K +$69K +446 New
Lazard Asset Management
252
Lazard Asset Management
New York
$65K -$13.6K -88 -17%
BAAM
253
Baker Avenue Asset Management
California
$60.7K
PI
254
PineBridge Investments
New York
$56.6K
STCOSD
255
Sageworth Trust Company of South Dakota
South Dakota
$52.1K
CA
256
Clearstead Advisors
Ohio
$50.2K +$49.5K +320 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$44K +$5.11K +33 +13%
Baillie Gifford & Co
258
Baillie Gifford & Co
United Kingdom
$39.7K +$5.42K +35 +16%
BAM
259
Belpointe Asset Management
Nevada
$36.5K +$9.29K +60 +35%
CFGS
260
Concourse Financial Group Securities
Alabama
$34.7K +$7.28K +47 +27%
QCG
261
Quadrant Capital Group
Ohio
$33.7K +$11.6K +75 +54%
BBHC
262
Brown Brothers Harriman & Co
New York
$26.2K
NA
263
NewEdge Advisors
Louisiana
$22.7K +$16.1K +104 +254%
UFF
264
USA Financial Formulas
Michigan
$22.7K +$22.4K +145 New
ACA
265
Atlas Capital Advisors
Wyoming
$22.6K +$22.3K +144 New
ST
266
Sageworth Trust
Pennsylvania
$19.3K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$16.2K
PA
268
Parallel Advisors
California
$16.2K
MWC
269
MBM Wealth Consultants
Missouri
$16K
ASN
270
Advisory Services Network
Georgia
$14.3K
PCM
271
Peregrine Capital Management
Minnesota
$14.1K
PTC
272
Private Trust Company
Ohio
$13.8K -$2.94K -19 -18%
Barrow, Hanley, Mewhinney & Strauss
273
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.8K
KFI
274
Key Financial Inc
Pennsylvania
$12.1K
HNB
275
Huntington National Bank
Ohio
$11.1K +$464 +3 +4%