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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
376
Gideon Capital Advisors
New York
$242K +$234K +5,008 New
BNP Paribas Financial Markets
377
BNP Paribas Financial Markets
France
$237K – – –
IA
378
IFP Advisors
Florida
$236K +$229K +4,885 New
EW
379
Evoke Wealth
California
$231K +$221K +4,722 New
ACM
380
Allred Capital Management
Texas
$231K -$3.6K -77 -2%
DAS
381
Dynamic Advisor Solutions
Arizona
$229K -$143K -3,059 -39%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$228K +$22K +471 +11%
PV
383
Private Vista
Illinois
$227K +$936 +20 +0.4%
SPIA
384
Steward Partners Investment Advisory
New York
$222K +$10.7K +229 +5%
QI
385
Qtron Investments
Massachusetts
$222K +$214K +4,584 New
TW
386
Transform Wealth
Colorado
$220K -$200K -4,282 -48%
RC
387
RegentAtlantic Capital
New Jersey
$219K -$3.18K -68 -1%
OWP
388
Obermeyer Wealth Partners
Colorado
$218K +$211K +4,500 New
FHA
389
First Horizon Advisors
Tennessee
$216K +$63.4K +1,355 +43%
PIA
390
Pinion Investment Advisors
Kansas
$214K +$207K +4,430 New
First Manhattan
391
First Manhattan
New York
$212K +$103K +2,194 +100%
EP
392
Elkfork Partners
Oregon
$211K – – –
GI
393
GAMCO Investors
Connecticut
$208K -$281K -6,000 -58%
CB
394
Cadence Bank
Mississippi
$208K +$201K +4,301 New
BG
395
Bahl & Gaynor
Ohio
$206K -$29.6K -632 -13%
BRWM
396
B. Riley Wealth Management
Tennessee
$203K -$20.6K -440 -10%
RSWM
397
Robertson Stephens Wealth Management
California
$202K +$193K +4,118 New
NCM
398
Northside Capital Management
Oregon
$202K +$196K +4,180 New
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$200K +$193K +4,129 New
SFS
400
Sowell Financial Services
Arkansas
$191K +$184K +3,939 New