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Name Holding Trade Value Shares
Change
Change in
Stake
TPM
376
Triasima Portfolio Management
Quebec, Canada
$4.46M +$262K +2,575 +7%
LFS
377
Legacy Financial Strategies
Kansas
$4.43M -$8.33K -82 -0.2%
MFG
378
Merit Financial Group
Georgia
$4.42M +$2.03M +19,951 +102%
MGP
379
Metis Global Partners
California
$4.42M +$586K +5,765 +17%
TRSOTSOK
380
Teachers Retirement System of the State of Kentucky
Kentucky
$4.41M -$371K -3,650 -8%
Lido Advisors
381
Lido Advisors
California
$4.4M +$304K +2,994 +8%
IAA
382
Independent Advisor Alliance
North Carolina
$4.4M +$4M +39,393 New
IWC
383
Integrated Wealth Concepts
Massachusetts
$4.39M +$1.41M +13,885 +55%
EWM
384
Evercore Wealth Management
New York
$4.38M -$99.1K -975 -2%
B
385
Bailard
California
$4.33M +$200K +1,965 +5%
BFA
386
Brendel Financial Advisors
New Hampshire
$4.31M -$70K -689 -2%
Focus Partners Wealth
387
Focus Partners Wealth
Massachusetts
$4.24M +$1.12M +11,054 +41%
DADC
388
D.A. Davidson & Co
Montana
$4.23M -$99.2K -976 -3%
FT
389
Fiduciary Trust
Massachusetts
$4.21M
AUB
390
Atlantic Union Bankshares
Virginia
$4.16M +$223K +2,196 +6%
GWM
391
GSB Wealth Management
Connecticut
$4.1M -$136K -1,339 -4%
FCH
392
Freestone Capital Holdings
Washington
$4.09M +$90.6K +891 +2%
CPA
393
Court Place Advisors
Maryland
$4.09M -$188K -1,850 -5%
DFA
394
Delta Financial Advisors
Louisiana
$4.09M -$50.3K -495 -1%
CS
395
Candriam SCA
Luxembourg
$4.08M +$109K +1,074 +3%
SNBOSD
396
Security National Bank of So Dak
Iowa
$4.07M -$33.5K -330 -0.9%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$4.03M +$32.6K +321 +0.9%
CIA
398
Choate Investment Advisors
Massachusetts
$4.03M +$7.62K +75 +0.2%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$4.02M -$185K -1,822 -5%
NFG
400
Nations Financial Group
Iowa
$4.01M +$256K +2,517 +8%