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Name Holding Trade Value Shares
Change
Change in
Stake
Independent Advisor Alliance
426
Independent Advisor Alliance
North Carolina
$296K -$31.5K -328 -10%
FC
427
Forte Capital
New York
$292K – – –
TPI
428
Trust Point Inc
Wisconsin
$292K -$11.3K -118 -4%
Smartleaf Asset Management
429
Smartleaf Asset Management
Massachusetts
$291K +$113K +1,174 +63%
Tower Research Capital (TRC)
430
Tower Research Capital (TRC)
New York
$287K +$285K +2,976 +11,446%
Washington Trust
431
Washington Trust
Rhode Island
$287K – – –
WPP
432
Whalerock Point Partners
Rhode Island
$287K – – –
Peapack-Gladstone Financial Corp
433
Peapack-Gladstone Financial Corp
New Jersey
$286K -$1.15K -12 -0.4%
Balentine LLC
434
Balentine LLC
Georgia
$282K – – –
Bank of Nova Scotia
435
Bank of Nova Scotia
Ontario, Canada
$281K +$282K +2,941 New
BAM
436
Blueshift Asset Management
New Jersey
$276K -$712K -7,421 -72%
Vestcor Inc
437
Vestcor Inc
New Brunswick, Canada
$274K +$7.29K +76 +3%
IEQ Capital
438
IEQ Capital
California
$271K +$44.7K +466 +20%
RCA
439
Resonant Capital Advisors
Wisconsin
$265K +$480 +5 +0.2%
Private Advisor Group
440
Private Advisor Group
New Jersey
$264K -$182K -1,894 -41%
Congress Wealth Management
441
Congress Wealth Management
Massachusetts
$247K -$4.03K -42 -2%
HH
442
Hilltop Holdings
Texas
$242K +$3.07K +32 +1%
Thrivent Financial for Lutherans
443
Thrivent Financial for Lutherans
Minnesota
$234K +$9.4K +98 +4%
Xponance
444
Xponance
Pennsylvania
$229K +$229K +2,388 New
IFWM
445
Institute for Wealth Management
Colorado
$228K – – –
HT
446
Headlands Technologies
Illinois
$227K -$900K -9,385 -80%
Laird Norton Wetherby Wealth Management
447
Laird Norton Wetherby Wealth Management
California
$221K -$192 -2 -0.1%
KeyBank National Association
448
KeyBank National Association
Ohio
$220K +$1.53K +16 +0.7%
HCA
449
Hyperion Capital Advisors
New York
$220K – – –
NAAA
450
New Age Alpha Advisors
New York
$216K +$216K +2,257 New