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Name Holding Trade Value Shares
Change
Change in
Stake
C
401
CEDRUS
Colorado
$273K +$20.6K +456 +8%
Lazard Asset Management
402
Lazard Asset Management
New York
$268K – – –
CNBT
403
Canandaigua National Bank & Trust
New York
$267K +$269K +5,958 New
EA
404
Eudaimonia Advisors
Tennessee
$266K – – –
IWP
405
Icon Wealth Partners
Texas
$264K +$267K +5,902 New
VFA
406
Valeo Financial Advisors
Indiana
$262K -$31.2K -690 -11%
Walleye Trading
407
Walleye Trading
New York
$262K -$1.38M -30,484 -84%
RFC
408
Regions Financial Corp
Alabama
$261K +$11.6K +256 +5%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$251K – – –
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$247K +$3.52K +78 +1%
IC
411
Inscription Capital
Texas
$246K +$9.04K +200 +4%
PA
412
Parallel Advisors
California
$244K +$10.2K +226 +4%
KCM
413
Kathmere Capital Management
Pennsylvania
$242K +$244K +5,412 New
GSEP
414
Golden State Equity Partners
California
$241K +$243K +5,390 New
ECM
415
Evergreen Capital Management
Washington
$241K +$2.94K +65 +1%
SMC
416
Smith, Moore & Co
Missouri
$241K – – –
GT
417
Greenleaf Trust
Michigan
$239K – – –
GAM
418
Griffin Asset Management
New York
$238K +$904 +20 +0.4%
AAS
419
Avantax Advisory Services
Texas
$233K +$26.9K +595 +13%
VT
420
Vise Technologies
New York
$231K +$3.39K +75 +1%
RMC
421
Resources Management Corp
Connecticut
$230K -$103K -2,280 -60%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$230K +$6.28K +139 +3%
MFG
423
Merit Financial Group
Georgia
$229K -$13.4K -296 -5%
SFA
424
Sequoia Financial Advisors
Ohio
$224K -$37.5K -829 -14%
CWP
425
Curated Wealth Partners
California
$223K -$38.9K -861 -15%