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Name Holding Trade Value Shares
Change
Change in
Stake
BL
176
BFSG LLC
California
$283K -$35.4K -12,380 -11%
FAL
177
Focused Alpha LLC
Colorado
$282K +$47.3K +16,567 +21%
CG
178
Caprock Group
Idaho
$277K -$63.1K -22,075 -19%
AIM
179
Alhambra Investment Management
Florida
$276K +$54.7K +19,128 +25%
US Bancorp
180
US Bancorp
Minnesota
$275K -$20.3K -7,121 -7%
TWC
181
TD Waterhouse Canada
Ontario, Canada
$265K
FCG
182
Fielder Capital Group
Tennessee
$259K
BPAMU
183
BTG Pactual Asset Management US
New York
$257K +$21.8K +7,635 +10%
IAS
184
Insigneo Advisory Services
Florida
$245K +$6.36K +2,225 +3%
BP
185
Ballentine Partners
Massachusetts
$241K +$55.2K +19,322 +31%
JWM
186
Jeppson Wealth Management
California
$240K +$11.4K +4,000 +5%
CAG
187
Csenge Advisory Group
Florida
$238K -$127K -44,363 -35%
CFO
188
CVA Family Office
Colorado
$234K
QOP
189
Quinn Opportunity Partners
Virginia
$234K
Truist Financial
190
Truist Financial
North Carolina
$231K +$75.9K +26,571 +50%
LMFP
191
Larry Mathis Financial Planning
Arizona
$226K -$1.89K -663 -0.8%
TCBWMS
192
Texas Capital Bank Wealth Management Services
Texas
$224K +$175K +61,202 +393%
Osaic Holdings
193
Osaic Holdings
Arizona
$223K -$26.1K -9,145 -11%
S
194
SimplyRich
California
$219K +$214K +75,000 New
CA
195
Commerzbank Aktiengesellschaft
Germany
$216K
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$216K +$2.26K +791 +1%
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$209K +$112K +39,103 +120%
FHC
198
First Horizon Corporation
Tennessee
$207K -$8.42K -2,947 -4%
KeyBank National Association
199
KeyBank National Association
Ohio
$207K -$58.1K -20,350 -22%
SGDR
200
SPX Gestao de Recursos
Brazil
$206K