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Name Holding Trade Value Shares
Change
Change in
Stake
BL
401
Balentine LLC
Georgia
$353K -$61.8K -758 -14%
LNB
402
Ledyard National Bank
$351K – – –
AAS
403
Avantax Advisory Services
Texas
$350K +$9.05K +111 +2%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$349K -$20.8K -255 -5%
IIC
405
Ironwood Investment Counsel
Arizona
$349K – – –
BP
406
Ballentine Partners
Massachusetts
$342K +$373K +4,569 New
BCM
407
Brookstone Capital Management
Illinois
$339K -$28.4K -348 -7%
EWG
408
Executive Wealth Group
Washington
$338K – – –
William Blair & Company
409
William Blair & Company
Illinois
$336K +$49.3K +605 +16%
ICG
410
InterOcean Capital Group
Tennessee
$330K -$3.26K -40 -0.9%
TI
411
Tidal Investments
Wisconsin
$330K +$9.95K +122 +3%
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$329K +$63.5K +779 +22%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$325K +$354K +4,348 New
Cerity Partners
414
Cerity Partners
New York
$320K -$715K -8,769 -67%
NA
415
NewEdge Advisors
Louisiana
$318K +$183K +2,245 +112%
LWA
416
Lowe Wealth Advisors
Maryland
$310K – – –
Legacy Financial Group (Iowa)
417
Legacy Financial Group (Iowa)
Iowa
$309K +$337K +4,130 New
SW
418
SkyOak Wealth
Michigan
$307K – – –
MAS
419
Meeder Advisory Services
Ohio
$306K -$66.4K -814 -17%
PAG
420
Private Advisor Group
New Jersey
$302K +$4.32K +53 +1%
OC
421
Oppenheimer & Co
New York
$301K -$16.3K -200 -5%
CL
422
Choreo LLC
Illinois
$300K +$46.5K +570 +17%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$299K +$326K +4,000 New
Aviva
424
Aviva
United Kingdom
$297K +$16.3K +200 +5%
PWMG
425
Pinnacle Wealth Management Group
Michigan
$296K – – –