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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
176
Nicholas Hoffman & Company
Georgia
$176K
CG
177
Caprock Group
Idaho
$174K +$42.6K +9,501 +34%
BF
178
BOK Financial
Oklahoma
$173K -$11.3K -2,511 -6%
IWP
179
Icon Wealth Partners
Texas
$169K +$34K +7,597 +26%
1WA
180
180 Wealth Advisors
Washington
$166K -$16.5K -3,688 -11%
Stifel Financial
181
Stifel Financial
Missouri
$162K +$157K +34,927 New
SAM
182
Silvercrest Asset Management
New York
$157K
HC
183
Henshaw Capital
Massachusetts
$152K
CIC
184
Cutler Investment Counsel
Oregon
$149K
OFS
185
OneAscent Financial Services
Alabama
$146K +$140K +31,204 New
PAS
186
Park Avenue Securities
New York
$143K +$7.78K +1,737 +6%
SFA
187
Sequoia Financial Advisors
Ohio
$142K -$16.2K -3,624 -11%
ECM
188
ExodusPoint Capital Management
New York
$133K -$29.1K -6,497 -19%
JIC
189
Johnson Investment Counsel
Ohio
$133K +$1.18K +264 +0.9%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$130K -$1.67M -372,210 -93%
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$129K +$2.66K +593 +2%
I
192
IberiaBank
Louisiana
$127K +$39.6K +8,836 +48%
TH
193
Timber Hill
Connecticut
$127K +$122K +27,200 New
ASN
194
Advisory Services Network
Georgia
$123K -$75K -16,741 -39%
Franklin Resources
195
Franklin Resources
California
$123K +$118K +26,300 New
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$122K -$22.4K -5,000 -16%
HPC
197
HM Payson & Co
Maine
$114K -$31.9K -7,118 -23%
AP
198
Advisor Partners
California
$113K +$109K +24,304 New
ACP
199
Ashfield Capital Partners
California
$111K -$110K -24,519 Closed
TI
200
Tidal Investments
Wisconsin
$109K -$26.3K -5,869 -20%