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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
ShankerValleau Wealth Advisors
Illinois
$148K
CIA
427
Choate Investment Advisors
Massachusetts
$148K +$10.4K +199 +7%
KAS
428
Kestra Advisory Services
Texas
$147K -$1.83K -35 -1%
OTL
429
Oak Thistle LLC
New York
$147K +$163K +3,117 New
CCM
430
Coldstream Capital Management
Washington
$146K -$118K -2,255 -42%
LIM
431
Leavell Investment Management
Alabama
$146K
PAG
432
Private Advisor Group
New Jersey
$145K +$32.8K +627 +26%
CI
433
Cigna Investments
Connecticut
$142K
LIM
434
Longfellow Investment Management
Massachusetts
$142K -$10.1K -193 -6%
ACM
435
Aster Capital Management
United Arab Emirates
$140K +$156K +2,977 New
CW
436
Code Waechter
Florida
$138K -$50.5K -966 -25%
AIP
437
Ameritas Investment Partners
Nebraska
$138K
GWAM
438
Guardian Wealth Advisors (Minnesota)
Minnesota
$133K +$1.46K +28 +1%
EH
439
Equitable Holdings
New York
$132K -$12.7K -243 -8%
SP
440
Symmetry Partners
Connecticut
$132K +$147K +2,813 New
RB
441
Renasant Bank
Mississippi
$132K +$146K +2,801 New
WPC
442
Wedmont Private Capital
Pennsylvania
$131K +$146K +2,790 New
SCA
443
Snowden Capital Advisors
New York
$131K -$42.7K -818 -23%
FTWA
444
Fifth Third Wealth Advisors
Ohio
$131K +$14.7K +281 +11%
DILIC
445
Dai-ichi Life Insurance Company
Japan
$130K
WAS
446
Winch Advisory Services
Wisconsin
$129K
Teacher Retirement System of Texas
447
Teacher Retirement System of Texas
Texas
$127K +$141K +2,705 New
YDMI
448
Y.D. More Investments
Israel
$127K +$6.63K +127 +5%
MFG
449
Merit Financial Group
Georgia
$127K +$141K +2,692 New
SFA
450
Sequoia Financial Advisors
Ohio
$125K +$139K +2,663 New