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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
BDO Wealth Advisors
Florida
$22K +$785 +22 +4%
Lazard Asset Management
227
Lazard Asset Management
New York
$20K +$21.4K +600 New
PCM
228
Penserra Capital Management
California
$20K +$21.4K +600 New
MIM
229
MetLife Investment Management
New Jersey
$17.5K +$11.8K +332 +200%
SBL
230
Sargent Bickham Lagudis
Colorado
$17K -$27.2K -763 -61%
TCM
231
TD Capital Management
Tennessee
$17K – – –
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$16K +$2.18K +61 +17%
LWA
233
Lenox Wealth Advisors
New York
$15K – – –
BWP
234
Baldwin Wealth Partners
Massachusetts
$12K – – –
PCTC
235
Perkins Coie Trust Company
Washington
$12K – – –
QCG
236
Quadrant Capital Group
Ohio
$11K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
PA
238
Parallel Advisors
California
$10K +$2.25K +63 +30%
BEI
239
Benjamin Edwards Inc
Missouri
$9K +$9.42K +264 New
SIM
240
Sonora Investment Management
Arizona
$7K – – –
RIA
241
Realta Investment Advisors
Delaware
$7K +$7.13K +200 New
CAM
242
Cresset Asset Management
Illinois
$6K +$5.14K +144 +497%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$6.42K +180 New
SEI Investments
244
SEI Investments
Pennsylvania
$5K -$403K -11,309 -99%
ASN
245
Advisory Services Network
Georgia
$5K – – –
AIA
246
Alera Investment Advisors
Illinois
$5K +$392 +11 +8%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$5K +$4.96K +139 New
IWP
248
Icon Wealth Partners
Texas
$5K +$5.17K +145 New
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$4K -$1.78K -50 -29%
NSIM
250
North Star Investment Management
Illinois
$4K – – –