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Name Holding Trade Value Shares
Change
Change in
Stake
IB
501
Intrust Bank
Kansas
$231K +$239K +2,744 New
IC
502
IEQ Capital
California
$230K -$110K -1,267 -32%
RSWM
503
Robertson Stephens Wealth Management
California
$227K +$235K +2,695 New
PA
504
Parallel Advisors
California
$227K +$15.1K +174 +7%
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$227K +$234K +2,692 New
CI Investments Inc
506
CI Investments Inc
Ontario, Canada
$226K +$21.8K +250 +10%
FA
507
FDx Advisors
Illinois
$226K +$233K +2,679 New
BFG
508
Bleakley Financial Group
New Jersey
$222K +$229K +2,634 New
PWA
509
Phoenix Wealth Advisors
North Carolina
$217K +$224K +2,577 New
FMLI
510
Fukoku Mutual Life Insurance
Japan
$217K – – –
SFA
511
Sequoia Financial Advisors
Ohio
$216K +$224K +2,568 New
QI
512
Qtron Investments
Massachusetts
$216K – – –
LWAM
513
Legacy Wealth Asset Management
Minnesota
$212K +$219K +2,518 New
BF
514
BOK Financial
Oklahoma
$212K +$218K +2,509 New
CIA
515
Choate Investment Advisors
Massachusetts
$211K +$218K +2,500 New
DWT
516
Dorsey & Whitney Trust
South Dakota
$209K +$215K +2,465 New
TIA
517
Tandem Investment Advisors
South Carolina
$209K -$164K -1,886 -43%
TCBWMS
518
Texas Capital Bank Wealth Management Services
Texas
$209K +$215K +2,475 New
RT
519
Rockland Trust
Massachusetts
$206K +$212K +2,438 New
PA
520
Pinnacle Associates
New York
$205K +$212K +2,431 New
SWA
521
Sutton Wealth Advisors
Florida
$204K +$6.01K +69 +3%
AAS
522
Avantax Advisory Services
Texas
$203K +$210K +2,412 New
QCM
523
Qsemble Capital Management
New York
$202K +$209K +2,400 New
DF
524
Donoghue Forlines
Massachusetts
$202K -$30.9K -355 -13%
HWM
525
HB Wealth Management
Georgia
$202K +$208K +2,394 New