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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
326
MML Investors Services
Massachusetts
$681K +$48.3K +863 +7%
PFO
327
Pathstone Family Office
New Jersey
$680K +$29.8K +532 +4%
CP
328
Camelot Portfolios
Ohio
$675K -$24.4K -436 -3%
O
329
Ossiam
France
$670K +$730K +13,029 New
GG
330
Gofen & Glossberg
Illinois
$662K -$4.48K -80 -0.6%
ISL
331
Ingalls & Snyder LLC
New York
$661K -$92.4K -1,650 -11%
AWS
332
Atria Wealth Solutions
New York
$643K -$613K -10,947 -47%
AAS
333
Avantax Advisory Services
Texas
$642K -$154K -2,742 -18%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$631K -$63.3K -1,131 -8%
EI
335
Ethic Inc
New York
$630K +$124K +2,220 +22%
IAA
336
Independent Advisor Alliance
North Carolina
$619K +$8.73K +156 +1%
GT
337
Greenleaf Trust
Michigan
$604K +$107K +1,903 +19%
DC
338
Davenport & Co
Virginia
$602K -$5.21K -93 -0.8%
BOH
339
Bank of Hawaii
Hawaii
$593K +$21.2K +379 +3%
William Blair & Company
340
William Blair & Company
Illinois
$590K +$7.22K +129 +1%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$583K +$287K +5,124 +82%
DADC
342
D.A. Davidson & Co
Montana
$542K +$60K +1,072 +11%
HAG
343
HighPoint Advisor Group
Illinois
$522K +$573K +10,232 New
LWAM
344
Legacy Wealth Asset Management
Minnesota
$519K +$86.5K +1,544 +18%
OPS
345
Orion Portfolio Solutions
Nebraska
$514K +$560K +9,999 New
CB
346
Commerce Bank
Missouri
$512K -$185K -3,311 -25%
BBVA
347
Banco Bilbao Vizcaya Argentaria
Spain
$509K +$16.6K +296 +3%
OC
348
Oppenheimer & Co
New York
$507K -$8.51K -152 -2%
DU
349
Delphia (USA)
Ontario, Canada
$506K +$550K +9,830 New
CP
350
Castleview Partners
Texas
$503K -$20.5K -366 -20%