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Name Holding Trade Value Shares
Change
Change in
Stake
Stock Yards Bank & Trust
176
Stock Yards Bank & Trust
Kentucky
$93.3K – – –
Atria Investments
177
Atria Investments
North Carolina
$91.4K -$296K -39,706 -76%
AWA
178
Argos Wealth Advisors
California
$90.3K – – –
Ferguson Wellman Capital Management
179
Ferguson Wellman Capital Management
Oregon
$89.1K +$91.4K +12,271 New
KeyBank National Association
180
KeyBank National Association
Ohio
$87.8K +$90.2K +12,099 New
CPA
181
Capital Performance Advisors
California
$86.2K +$11.2K +1,508 +15%
Perigon Wealth Management
182
Perigon Wealth Management
California
$85.6K +$87.8K +11,787 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$84.6K -$177K -23,764 -67%
KWM
184
Keebeck Wealth Management
Illinois
$83.6K +$85.8K +11,513 New
Wedmont Private Capital
185
Wedmont Private Capital
Pennsylvania
$83.5K +$1.56K +209 +2%
M&T Bank
186
M&T Bank
New York
$83.3K -$11.2K -1,498 -12%
Sanctuary Advisors
187
Sanctuary Advisors
Indiana
$82K +$84.2K +11,295 New
Glenmede Trust
188
Glenmede Trust
Pennsylvania
$81.6K -$559 -75 -0.7%
BWM
189
Baron Wealth Management
Michigan
$81.6K +$83.7K +11,236 New
CP
190
Canopy Partners
Ohio
$79.3K +$5.65K +758 +7%
Beacon Pointe Advisors
191
Beacon Pointe Advisors
California
$78.3K +$80.4K +10,784 New
Allworth Financial
192
Allworth Financial
California
$77.8K -$3.5K -469 -4%
SWM
193
Stronghold Wealth Management
Florida
$73.7K +$75.7K +10,155 New
Shelton Capital Management
194
Shelton Capital Management
Colorado
$72.6K +$74.5K +10,000 New
CH
195
Cromwell Holdings
Wyoming
$70.4K – – –
Deutsche Bank
196
Deutsche Bank
Germany
$67.6K – – –
Farther Finance Advisors
197
Farther Finance Advisors
California
$67.3K +$9.87K +1,325 +17%
Federation des caisses Desjardins du Quebec
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.6K -$264K -35,393 -82%
GAMMA Investing
199
GAMMA Investing
California
$54.4K +$1.21K +162 +2%
IBOK
200
Independence Bank of Kentucky
Kentucky
$50.8K -$7.45K -1,000 -13%