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Name Holding Trade Value Shares
Change
Change in
Stake
GT
426
Greenleaf Trust
Michigan
$244K
GAM
427
Griffin Asset Management
New York
$243K +$978 +21 +0.4%
IC
428
Inscription Capital
Texas
$242K -$9.31K -200 -4%
PSFG
429
Prairie Sky Financial Group
Illinois
$241K +$246K +5,291 New
ECM
430
Evergreen Capital Management
Washington
$238K -$8.33K -179 -3%
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$237K +$7.4K +159 +3%
1IA
432
1620 Investment Advisors
Massachusetts
$234K +$345K +7,412 New
CAM
433
Cresset Asset Management
Illinois
$232K +$233K +5,008 New
SFS
434
Stiles Financial Services
Minnesota
$230K +$3.03K +65 +1%
BL
435
Balentine LLC
Georgia
$229K +$234K +5,021 New
IA
436
IFP Advisors
Florida
$228K -$47.9K -1,029 -17%
CWP
437
Curated Wealth Partners
California
$227K
VEA
438
Virtus ETF Advisers
New York
$225K -$81.3K -1,746 -26%
SIC
439
Sterling Investment Counsel
New York
$223K
HNWAG
440
High Net Worth Advisory Group
Florida
$215K
JWM
441
Jeppson Wealth Management
California
$213K +$4.66K +100 +2%
BC
442
Burney Company
Virginia
$210K
GT
443
Glenmede Trust
Pennsylvania
$208K
HIA
444
Harbor Investment Advisory
Maryland
$205K
PBO
445
Peoples Bank (Ohio)
Ohio
$202K +$206K +4,424 New
Jones Financial Companies
446
Jones Financial Companies
Missouri
$198K +$279 +6 +0.1%
BEI
447
Benjamin Edwards Inc
Missouri
$186K -$838 -18 -0.4%
SPIA
448
Steward Partners Investment Advisory
New York
$185K -$19.6K -421 -9%
Bessemer Group
449
Bessemer Group
New Jersey
$183K +$67.8K +1,457 +57%
JWM
450
Janiczek Wealth Management
Colorado
$171K +$2.1K +45 +1%