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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
251
Wilbanks Smith & Thomas Asset Management
Virginia
$654K – – –
MOS
252
MGO One Seven
Ohio
$651K +$206K +2,909 +46%
S
253
swisspartners
Liechtenstein
$624K -$26.9K -380 -4%
RC
254
RegentAtlantic Capital
New Jersey
$605K +$304K +4,288 +99%
ATC
255
Argent Trust Co
Tennessee
$590K +$17K +240 +3%
PP
256
PDT Partners
New York
$565K +$30.9K +437 +6%
MAM
257
Marotta Asset Management
Virginia
$565K +$562K +7,933 New
AO
258
Advisor OS
Illinois
$561K +$97.5K +1,377 +21%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$557K -$181K -2,559 -24%
WA
260
Wealth Alliance
New York
$550K +$90.8K +1,283 +20%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$537K +$24.2K +342 +5%
FCI
262
Financial Counselors Inc
Kansas
$532K +$4.04K +57 +0.8%
BF
263
BOK Financial
Oklahoma
$528K -$96.9K -1,369 -15%
PP
264
Paloma Partners
Connecticut
$524K +$259K +3,662 +96%
First Manhattan
265
First Manhattan
New York
$521K -$9.77K -138 -2%
VCM
266
Virtue Capital Management
Tennessee
$519K -$7.79K -110 -1%
4WM
267
44 Wealth Management
Oregon
$511K -$15.2K -215 -3%
KPWS
268
Kestra Private Wealth Services
Texas
$505K +$179K +2,533 +54%
PWPS
269
Pinnacle Wealth Planning Services
Ohio
$492K +$48.5K +685 +11%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$478K – – –
ZB
271
Zions Bancorporation
Utah
$477K +$61.1K +863 +15%
WA
272
WealthTrust Axiom
Pennsylvania
$470K -$3.96K -56 -0.8%
OWA
273
One Wealth Advisors
California
$470K +$23.9K +338 +5%
CAM
274
Cresset Asset Management
Illinois
$467K -$464K -6,550 -50%
YWP
275
YorkBridge Wealth Partners
New York
$467K +$99.8K +1,410 +27%