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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$250K -$92K -2,020 -26%
AWS
327
Atria Wealth Solutions
New York
$248K -$177K -3,885 -40%
AWAU
328
Alliance Wealth Advisors (Utah)
Utah
$247K -$2.92K -64 -1%
CC
329
Centiva Capital
New York
$246K +$264K +5,800 New
AG
330
Algert Global
California
$242K
EWM
331
Empirical Wealth Management
Washington
$241K -$3.36M -73,776 -93%
BPA
332
Beacon Pointe Advisors
California
$239K -$56.5K -1,241 -18%
KPWS
333
Kestra Private Wealth Services
Texas
$237K -$37.3K -818 -13%
GT
334
Greenleaf Trust
Michigan
$236K -$5.15K -113 -2%
EGM
335
Engineers Gate Manager
New York
$234K +$69K +1,516 +38%
Bessemer Group
336
Bessemer Group
New Jersey
$231K +$239K +5,241 +2,674%
GCP
337
GSA Capital Partners
United Kingdom
$231K +$248K +5,446 New
M&T Bank
338
M&T Bank
New York
$231K +$28.8K +632 +13%
PAM
339
Panagora Asset Management
Massachusetts
$227K
CB
340
Centennial Bank
Arkansas
$227K
HWM
341
HB Wealth Management
Georgia
$226K -$23.2K -509 -9%
SW
342
SteelPeak Wealth
California
$225K +$241K +5,300 New
EI
343
Ethic Inc
New York
$225K -$77.5K -1,701 -24%
PFO
344
Pathstone Family Office
New Jersey
$222K -$43.4K -952 -16%
TCM
345
Teza Capital Management
Illinois
$222K -$33.6K -738 -12%
HCM
346
Hilton Capital Management
New York
$218K +$47.1K +1,035 +25%
SOW
347
State of Wyoming
Wyoming
$217K +$96.8K +2,125 +71%
API
348
Advisor Partners II
California
$217K -$45.6K -1,002 -16%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$213K +$228K +5,015 New
BC
350
Bartlett & Co
Ohio
$213K +$228K +5,015 New