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Name Holding Trade Value Shares
Change
Change in
Stake
KP
376
Keel Point
Alabama
$340K -$40.8K -489 -10%
LAS
377
LWM Advisory Services
Florida
$340K
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$339K +$142K +1,697 +59%
CAM
379
Cresset Asset Management
Illinois
$332K +$14.4K +173 +4%
AFG
380
Atomi Financial Group
New York
$330K -$40.6K -486 -10%
DWT
381
Dorsey & Whitney Trust
South Dakota
$328K -$32.2K -386 -8%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$321K -$32.1M -385,097 -99%
LJAC
383
L.J. Altfest & Co
New York
$321K +$7.43K +89 +2%
NG
384
Norden Group
Utah
$320K +$158K +1,897 +79%
CWM
385
Cranbrook Wealth Management
Michigan
$319K -$7.34K -88 -2%
ET
386
Entropy Technologies
New York
$319K +$357K +4,280 New
CSP
387
Cary Street Partners
Virginia
$319K +$357K +4,277 New
CFG
388
Citizens Financial Group
Rhode Island
$314K -$35.7K -428 -9%
AWM
389
Axxcess Wealth Management
California
$309K +$93.8K +1,124 +37%
CAL
390
Capital Analysts LLC
Pennsylvania
$305K -$6.68K -80 -2%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$297K -$18.3K -219 -5%
Acadian Asset Management
392
Acadian Asset Management
Massachusetts
$292K -$553K -6,624 -63%
HJIM
393
Henry James International Management
New York
$287K -$501 -6 -0.2%
BAM
394
Blueshift Asset Management
New Jersey
$283K +$317K +3,800 New
PWP
395
Pursue Wealth Partners
California
$282K
NA
396
NewEdge Advisors
Louisiana
$280K -$6.01K -72 -2%
RWM
397
Ritholtz Wealth Management
New York
$273K +$106K +1,276 +53%
ARMT
398
Amica Retiree Medical Trust
Rhode Island
$273K
GT
399
Greenleaf Trust
Michigan
$272K -$6.59K -79 -2%
S4W
400
Solutions 4 Wealth
Texas
$270K