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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
401
Boston Family Office
Massachusetts
$212K – – –
AP
402
Anchyra Partners
Georgia
$209K -$210 -3 -0.1%
SI
403
Stephens Inc
Arkansas
$209K -$29.1K -415 -12%
ACP
404
Argyle Capital Partners
California
$208K – – –
MCM
405
Mengis Capital Management
Oregon
$207K – – –
GBFG
406
Gerald Baker Financial Group
Texas
$206K -$70K -1,000 -25%
OC
407
Oppenheimer & Co
New York
$205K -$732K -10,452 -77%
HR
408
Hardy Reed
Mississippi
$204K -$8.34K -119 -4%
DWM
409
Dakota Wealth Management
Florida
$203K +$140 +2 +0.1%
TCOTS
410
Trust Company of the South
North Carolina
$203K – – –
AFG
411
Atomi Financial Group
New York
$202K -$166K -2,364 -44%
KAS
412
Kestra Advisory Services
Texas
$200K -$29.1K -416 -12%
TFA
413
Transamerica Financial Advisors
Florida
$199K +$201K +2,863 +2,651%
FFA
414
Farther Finance Advisors
California
$194K -$14.5K -207 -7%
PA
415
Parallel Advisors
California
$177K -$28.9K -412 -13%
LI
416
LRI Investments
Florida
$174K -$17.1K -244 -9%
MG
417
Mather Group
Illinois
$159K -$15.2K -217 -8%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$158K -$17.3K -247 -9%
SG Americas Securities
419
SG Americas Securities
New York
$139K -$6.51K -93 -4%
HNB
420
Huntington National Bank
Ohio
$135K +$560 +8 +0.4%
ISWM
421
Intesa Sanpaolo Wealth Management
$133K – – –
EWA
422
EverSource Wealth Advisors
Alabama
$126K -$68K -971 -34%
BWA
423
Basecamp Wealth Advisors
Washington
$126K -$630 -9 -0.5%
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$117K -$67.5K -964 -36%
A
425
Allianz
Germany
$115K -$1.03M -14,740 -90%