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Name Holding Trade Value Shares
Change
Change in
Stake
BL
401
Balentine LLC
Georgia
$360K -$101K -1,105 -20%
DADC
402
D.A. Davidson & Co
Montana
$360K +$2.37K +26 +0.6%
EWM
403
Empirical Wealth Management
Washington
$351K +$21.2K +232 +6%
SW
404
SVB Wealth
Massachusetts
$351K +$48.7K +534 +14%
FAM
405
Formidable Asset Management
Ohio
$342K – – –
ICG
406
InterOcean Capital Group
Tennessee
$342K – – –
LWA
407
Lowe Wealth Advisors
Maryland
$333K – – –
SW
408
SkyOak Wealth
Michigan
$330K – – –
BPA
409
Beacon Pointe Advisors
California
$330K +$25.7K +281 +7%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$329K -$314K -3,441 -46%
BMSSC
411
B. Metzler seel. Sohn & Co
Germany
$329K – – –
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$328K +$36.5K +400 +11%
OIA
413
OneDigital Investment Advisors
Kansas
$327K +$15.3K +168 +4%
VWA
414
V Wealth Advisors
Kansas
$327K +$35.9K +393 +11%
William Blair & Company
415
William Blair & Company
Illinois
$323K +$3.74K +41 +1%
PWMG
416
Pinnacle Wealth Management Group
Michigan
$319K – – –
AAS
417
Avantax Advisory Services
Texas
$317K +$67.8K +743 +23%
CWM
418
CIBC World Markets
New York
$316K -$1.29M -14,107 -78%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$313K +$355K +3,884 New
RJT
420
Raymond James Trust
Florida
$311K +$37.6K +412 +12%
MGP
421
Metis Global Partners
California
$309K -$1.92K -21 -0.5%
SBH
422
Segall Bryant & Hamill
Illinois
$309K – – –
APP
423
Alpha Paradigm Partners
Illinois
$307K -$210K -2,300 -38%
Aviva
424
Aviva
United Kingdom
$301K -$2.93M -32,147 -90%
AWS
425
Atria Wealth Solutions
New York
$301K -$325K -3,560 -49%