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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$702K +$188K +1,543 +36%
Wealthfront Advisers
302
Wealthfront Advisers
California
$653K +$650K +5,343 New
CA
303
Clearstead Advisors
Ohio
$642K -$58.4K -480 -8%
ASN
304
Advisory Services Network
Georgia
$640K +$79.2K +651 +14%
AWA
305
Alta Wealth Advisors
Massachusetts
$625K +$24.3K +200 +4%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$620K +$243K +1,998 +65%
OA
307
Oxbow Advisors
Texas
$612K +$207K +1,700 +51%
FWC
308
First Washington Corp
Washington
$611K -$24.3K -200 -4%
MS
309
Maven Securities
Jersey
$609K -$1.34M -11,037 -69%
MC
310
Maverick Capital
Texas
$599K -$593K -4,876 -50%
KP
311
Keel Point
Alabama
$598K
PCM
312
Penserra Capital Management
California
$594K +$171K +1,409 +41%
NW
313
NewEdge Wealth
Pennsylvania
$593K
VAS
314
Vestmark Advisory Solutions
Massachusetts
$593K
FCH
315
Freestone Capital Holdings
Washington
$578K
IRF
316
IBM Retirement Fund
New York
$569K -$36.9K -303 -6%
Impax Asset Management Group
317
Impax Asset Management Group
United Kingdom
$565K +$122 +1 +0%
HVP
318
Hudson Value Partners
Florida
$552K
BIAS
319
Beacon Investment Advisory Services
New Jersey
$550K +$197K +1,618 +56%
FAM
320
Fred Alger Management
New York
$540K +$538K +4,417 New
Manulife (Manufacturers Life Insurance)
321
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$529K
M&T Bank
322
M&T Bank
New York
$527K -$35.5K -292 -6%
Calamos Advisors
323
Calamos Advisors
Illinois
$525K -$1.94M -15,944 -79%
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$524K +$487 +4 +0.1%
LC
325
Lavaca Capital
Texas
$521K