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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
Stratos Wealth Advisors
Ohio
$251K +$14.1K +69 +6%
WPW
652
Waldron Private Wealth
Pennsylvania
$249K +$20.6K +101 +9%
SA
653
Syntax Advisors
New York
$248K +$11.9K +58 +5%
VCG
654
Vantage Consulting Group
Virginia
$248K +$11.9K +58 +5%
VFA
655
Valeo Financial Advisors
Indiana
$245K -$40.7K -199 -14%
TL
656
Tradewinds LLC
North Carolina
$245K +$245K +1,199 New
VEA
657
Virtus ETF Advisers
New York
$244K -$85.2K -417 -26%
IB
658
Intrust Bank
Kansas
$244K +$6.54K +32 +3%
BP
659
Ballentine Partners
Massachusetts
$241K -$14.5K -71 -6%
LWAC
660
Laurel Wealth Advisors (California)
California
$239K -$160K -784 -40%
LP
661
LGL Partners
Pennsylvania
$237K – – –
NGA
662
Naples Global Advisors
Florida
$237K – – –
BB
663
Bell Bank
North Dakota
$236K +$6.54K +32 +3%
GT
664
Greenleaf Trust
Michigan
$230K -$123K -602 -35%
DWM
665
Defined Wealth Management
Oregon
$229K -$2.86K -14 -1%
SS
666
Simplicity Solutions
Minnesota
$229K +$229K +1,122 New
CGL
667
Clarius Group LLC
Washington
$228K -$39K -191 -15%
IC
668
Ikarian Capital
Texas
$228K – – –
CIA
669
Choate Investment Advisors
Massachusetts
$226K -$12.7K -62 -5%
SCA
670
Snowden Capital Advisors
New York
$225K +$226K +1,107 New
CA
671
Cullinan Associates
Kentucky
$224K – – –
CCMG
672
Clark Capital Management Group
Pennsylvania
$223K +$23.5K +115 +12%
AssetMark Inc
673
AssetMark Inc
California
$223K +$127K +622 +132%
JFA
674
JNBA Financial Advisors
Minnesota
$221K -$27.6K -135 -11%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$219K -$32.9K -161 -13%