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Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
201
LPL Financial
California
$49K +$15.4K +4,869 +37%
PNC
202
Park National Corp
Ohio
$48K +$55.2K +17,444 New
MSR
203
Main Street Research
Connecticut
$47K +$54.4K +17,182 New
CHA
204
Cooper/Haims Advisors
New York
$45K
VAS
205
Vestmark Advisory Solutions
Massachusetts
$45K +$51.9K +16,398 New
RIA
206
Regal Investment Advisors
Michigan
$43K +$49.2K +15,528 New
KAS
207
Kestra Advisory Services
Texas
$40K -$1.64K -517 -3%
BBP
208
Banco BTG Pactual
Brazil
$40K +$45.9K +14,490 New
Connor, Clark & Lunn Investment Management (CC&L)
209
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39K -$1.83M -579,011 -98%
AAM
210
Aureus Asset Management
Massachusetts
$38K
PCS
211
Personal CFO Solutions
New Jersey
$37K -$3.55K -1,121 -8%
MHR
212
Matthew Hamilton Rosenberg
$37K
IAIM
213
International Assets Investment Management
Florida
$36K -$174 -55 -0.4%
BL
214
Balentine LLC
Georgia
$35K -$10.6K -3,338 -21%
MG
215
Mather Group
Illinois
$35K -$1.1K -347 -3%
CB
216
Commerce Bank
Missouri
$35K
DCM
217
Dimension Capital Management
Florida
$35K
JWA
218
JFS Wealth Advisors
Pennsylvania
$35K
KP
219
Keel Point
Alabama
$34K -$1K -317 -2%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$31K
CCP
221
Corient Capital Partners
California
$31K +$1.84K +582 +5%
FB
222
Fulton Bank
Pennsylvania
$31K +$35.9K +11,354 New
DBT
223
Dubuque Bank & Trust
Iowa
$30K -$46K -14,538 -57%
FTDI
224
First Trust Direct Indexing
Massachusetts
$30K -$203 -64 -0.6%
ST
225
Sageworth Trust
Pennsylvania
$29K