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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$405K +$69.1K +709 +22%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$403K -$26K -267 -6%
BRWA
303
B. Riley Wealth Advisors
Florida
$401K +$175K +1,793 +84%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$399K -$21.8K -224 -5%
SF
305
Summit Financial
New Jersey
$394K +$69.9K +717 +23%
PCM
306
Penserra Capital Management
California
$382K +$124K +1,272 +52%
Teacher Retirement System of Texas
307
Teacher Retirement System of Texas
Texas
$379K -$522K -5,355 -59%
PWA
308
Provenance Wealth Advisors
Florida
$378K – – –
BFG
309
Beacon Financial Group
Texas
$362K +$6.24K +64 +2%
TCWM
310
Total Clarity Wealth Management
Illinois
$358K -$307K -3,148 -47%
TAL
311
TIG Advisors LLC
New York
$358K +$341K +3,500 New
VCA
312
Verdence Capital Advisors
Maryland
$347K +$51.8K +532 +19%
CFGS
313
Concourse Financial Group Securities
Alabama
$344K +$15.2K +156 +5%
EI
314
Ethic Inc
New York
$341K -$279K -2,860 -46%
KeyBank National Association
315
KeyBank National Association
Ohio
$338K -$18.7K -192 -5%
Envestnet Portfolio Solutions
316
Envestnet Portfolio Solutions
Illinois
$337K -$55.8K -573 -15%
HAM
317
Harmony Asset Management
Arizona
$335K +$319K +3,275 New
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$333K +$2.05K +21 +0.6%
William Blair Investment Management
319
William Blair Investment Management
Illinois
$333K – – –
KLWA
320
Kelly Lawrence W & Associates
California
$330K – – –
EH
321
Equitable Holdings
New York
$329K -$16.2K -166 -5%
FLPIM
322
F.L. Putnam Investment Management
Massachusetts
$324K +$309K +3,175 New
CGH
323
Crossmark Global Holdings
Texas
$324K -$59.9K -615 -16%
TPA
324
Trivium Point Advisory
Connecticut
$323K -$9.74K -100 -3%
IFG
325
Independent Financial Group
California
$322K +$29.2K +300 +11%