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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
426
Citizens Financial Group
Rhode Island
$245K -$349K -7,504 -58%
CCA
427
Checchi Capital Advisers
California
$244K +$249K +5,359 New
GT
428
Greenleaf Trust
Michigan
$244K – – –
GAM
429
Griffin Asset Management
New York
$243K +$978 +21 +0.4%
IC
430
Inscription Capital
Texas
$242K -$9.31K -200 -4%
PSFG
431
Prairie Sky Financial Group
Illinois
$241K +$246K +5,291 New
ECM
432
Evergreen Capital Management
Washington
$238K -$8.33K -179 -3%
Thrivent Financial for Lutherans
433
Thrivent Financial for Lutherans
Minnesota
$237K +$7.4K +159 +3%
1IA
434
1620 Investment Advisors
Massachusetts
$234K +$345K +7,412 New
CAM
435
Cresset Asset Management
Illinois
$232K +$233K +5,008 New
SFS
436
Stiles Financial Services
Minnesota
$230K +$3.03K +65 +1%
BL
437
Balentine LLC
Georgia
$229K +$234K +5,021 New
IA
438
IFP Advisors
Florida
$228K -$47.9K -1,029 -17%
CWP
439
Curated Wealth Partners
California
$227K – – –
VEA
440
Virtus ETF Advisers
New York
$225K -$81.3K -1,746 -26%
SIC
441
Sterling Investment Counsel
New York
$223K – – –
HNWAG
442
High Net Worth Advisory Group
Florida
$215K – – –
JWM
443
Jeppson Wealth Management
California
$213K +$4.66K +100 +2%
BC
444
Burney Company
Virginia
$210K – – –
GT
445
Glenmede Trust
Pennsylvania
$208K – – –
HIA
446
Harbor Investment Advisory
Maryland
$205K – – –
PBO
447
Peoples Bank (Ohio)
Ohio
$202K +$206K +4,424 New
Jones Financial Companies
448
Jones Financial Companies
Missouri
$198K +$279 +6 +0.1%
BEI
449
Benjamin Edwards Inc
Missouri
$186K -$838 -18 -0.4%
SPIA
450
Steward Partners Investment Advisory
New York
$185K -$19.6K -421 -9%