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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
451
Kathmere Capital Management
Pennsylvania
$272K +$9.92K +85 +4%
IFWM
452
Institute for Wealth Management
Colorado
$272K
KeyBank National Association
453
KeyBank National Association
Ohio
$271K +$6.07K +52 +2%
HH
454
Hilltop Holdings
Texas
$269K +$3.15K +27 +1%
Mercer Global Advisors
455
Mercer Global Advisors
Colorado
$267K +$12.4K +106 +5%
1WA
456
180 Wealth Advisors
Washington
$265K -$1.28M -10,941 -83%
II
457
Inspire Investing
Idaho
$261K +$15.8K +135 +7%
PCS
458
Personal CFO Solutions
New Jersey
$261K -$2.69K -23 -1%
HIMCH
459
Hartford Investment Management Co (HIMCO)
Connecticut
$258K -$9.69K -83 -4%
SAI
460
Savvy Advisors Inc
New York
$254K +$245K +2,101 New
Jones Financial Companies
461
Jones Financial Companies
Missouri
$247K +$41K +351 +21%
CIAM
462
Caitong International Asset Management
Hong Kong
$245K +$194K +1,658 +452%
CMBA
463
C.M. Bidwell & Associates
Hawaii
$243K
TH
464
TCTC Holdings
Texas
$241K
FHA
465
Flagship Harbor Advisors
Massachusetts
$238K +$350 +3 +0.2%
WPC
466
Wedmont Private Capital
Pennsylvania
$236K -$1.63K -14 -0.7%
ONB
467
Old National Bancorp
Indiana
$234K -$7.36K -63 -3%
IAS
468
Insigneo Advisory Services
Florida
$227K -$21.7K -186 -9%
BTI
469
Blue Trust Inc
Georgia
$227K -$1.87K -16 -0.8%
MNBTD
470
Moody National Bank Trust Division
Texas
$225K
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$223K -$58.3K -499 -21%
UCFA
472
United Capital Financial Advisors
Texas
$222K +$3.04K +26 +1%
AssetMark Inc
473
AssetMark Inc
California
$222K -$43.9K -376 -17%
SFS
474
Sowell Financial Services
Arkansas
$220K +$5.14K +44 +2%
CW
475
CreativeOne Wealth
Kansas
$214K -$39.2K -336 -16%