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Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
151
GC Wealth Management RIA
Massachusetts
$161K +$150K +20,116 New
YCM
152
Yousif Capital Management
Michigan
$160K
PA
153
Parallel Advisors
California
$160K +$11.2K +1,494 +8%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$150K +$10.1K +1,349 +8%
P
155
&Partners
Tennessee
$147K +$19.7K +2,635 +17%
BTI
156
Blue Trust Inc
Georgia
$146K -$11.8K -1,587 -8%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$143K -$12.9K -1,725 -9%
BHPW
158
Beverly Hills Private Wealth
California
$143K -$24.5K -3,280 -16%
FFM
159
Forum Financial Management
Illinois
$141K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$141K +$142 +19 +0.1%
HWM
161
HB Wealth Management
Georgia
$137K +$49.5K +6,627 +63%
EWA
162
EverSource Wealth Advisors
Alabama
$136K +$18.2K +2,432 +17%
WA
163
Waverly Advisors
Alabama
$134K +$8.38K +1,123 +7%
PP
164
PDS Planning
Ohio
$132K
CCM
165
Coldstream Capital Management
Washington
$129K +$121K +16,154 New
SSA
166
Schonfeld Strategic Advisors
New York
$127K +$119K +15,876 New
DWT
167
Dorsey & Whitney Trust
South Dakota
$126K -$358 -48 -0.3%
FSA
168
Franklin Street Advisors
North Carolina
$124K
SC
169
Savant Capital
Illinois
$121K -$4.12K -552 -4%
BCFD
170
Boit C.F. David
$117K
Marshall Wace
171
Marshall Wace
United Kingdom
$116K -$8.16M -1,093,480 -99%
HJIM
172
Henry James International Management
New York
$114K -$665 -89 -0.6%
VWM
173
Venturi Wealth Management
Texas
$111K +$104K +13,924 New
CGL
174
Clarius Group LLC
Washington
$109K
CCA
175
Checchi Capital Advisers
California
$109K