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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
401
Icon Wealth Advisors
Texas
$187K +$183K +4,736 New
CT
402
Colonial Trust
South Carolina
$171K -$77 -2 -0%
Bessemer Group
403
Bessemer Group
New Jersey
$167K +$146K +3,770 +785%
PA
404
Parallel Advisors
California
$158K -$36.5K -944 -19%
BEI
405
Benjamin Edwards Inc
Missouri
$155K -$1.24K -32 -0.8%
RhumbLine Advisers
406
RhumbLine Advisers
Massachusetts
$143K – – –
JWM
407
Janiczek Wealth Management
Colorado
$139K +$28.3K +732 +26%
IA
408
IFP Advisors
Florida
$139K -$37K -955 -21%
EWA
409
EverSource Wealth Advisors
Alabama
$137K -$62.5K -1,615 -32%
SWM
410
Spire Wealth Management
Virginia
$127K – – –
BWL
411
Bogart Wealth LLC
Virginia
$125K -$5.92K -153 -5%
GM
412
GeoWealth Management
Illinois
$118K +$116K +3,008 New
HDIM
413
Hanson & Doremus Investment Management
Vermont
$116K -$1.97K -51 -2%
SAM
414
Shell Asset Management
Netherlands
$116K – – –
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$112K -$14.7M -379,225 -99%
CFO
416
CVA Family Office
Colorado
$105K +$103K +2,666 New
NA
417
NewEdge Advisors
Louisiana
$104K -$350K -9,038 -77%
GRP
418
Global Retirement Partners
California
$94.9K -$15.3K -395 -15%
CTC
419
Central Trust Company
Missouri
$94.3K -$13.2K -340 -12%
WT
420
Whittier Trust
California
$94.2K -$13K -337 -12%
FHA
421
First Horizon Advisors
Tennessee
$93.9K +$6.97K +180 +8%
AWM
422
Avior Wealth Management
Nebraska
$93.8K – – –
GWM
423
Geneos Wealth Management
Colorado
$86.3K -$178K -4,610 -68%
IBOK
424
Independence Bank of Kentucky
Kentucky
$82.1K – – –
UB
425
UMB Bank
Missouri
$69.5K – – –