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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$222K +$215K +1,323 New
William Blair & Company
552
William Blair & Company
Illinois
$219K -$44.1K -271 -17%
PP
553
PDT Partners
New York
$218K +$212K +1,300 New
JF
554
Jump Financial
Illinois
$217K -$462K -2,837 -69%
AAS
555
Avantax Advisory Services
Texas
$216K +$209K +1,285 New
IF
556
Intrua Financial
Texas
$210K
MCWA
557
Meadow Creek Wealth Advisors
Georgia
$209K +$202K +1,243 New
AWE
558
Avidian Wealth Enterprises
Texas
$208K +$201K +1,237 New
KIA
559
KCM Investment Advisors
California
$208K +$202K +1,238 New
CFO
560
Collective Family Office
Pennsylvania
$204K +$198K +1,213 New
WP
561
WealthSource Partners
California
$203K +$197K +1,208 New
RTC
562
Riverview Trust Company
Washington
$190K
TPCW
563
TD Private Client Wealth
New York
$189K -$12.1K -74 -6%
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$184K -$318K -1,955 -64%
PCMC
565
Paragon Capital Management (Colorado)
Colorado
$184K +$178K +1,095 New
ST
566
Smithfield Trust
Pennsylvania
$173K -$163 -1 -0.1%
BAM
567
Barrett Asset Management
New York
$173K +$6.51K +40 +4%
PA
568
Parallel Advisors
California
$173K +$10.1K +62 +6%
AssetMark Inc
569
AssetMark Inc
California
$167K +$131K +803 +418%
CAL
570
Capital Advisors Ltd
Ohio
$161K +$39.2K +241 +34%
AG
571
AIA Group
Hong Kong
$159K +$154K +946 New
WTC
572
WhitTier Trust Company
Nevada
$152K
MHR
573
Matthew Hamilton Rosenberg
$148K
SIM
574
Sentry Investment Management
Wisconsin
$148K
MA
575
MUFG Americas
New York
$141K