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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
301
Cerity Partners
New York
$276K -$24.8K -175 -8%
RFA
302
Register Financial Advisors
Georgia
$276K
DAS
303
Diversify Advisory Services
Utah
$272K +$48.9K +345 +22%
TWP
304
Tyche Wealth Partners
Texas
$268K -$82.6K -583 -24%
BW
305
Basepoint Wealth
Iowa
$268K -$171K -1,206 -39%
RJT
306
Raymond James Trust
Florida
$265K +$992 +7 +0.4%
JSL
307
JT Stratford LLC
Georgia
$264K +$258K +1,824 New
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$262K -$23.4K -165 -8%
DC
309
Davenport & Co
Virginia
$261K +$7.51K +53 +3%
QCM
310
Quantinno Capital Management
New York
$257K +$6.8K +48 +3%
DT
311
Diversified Trust
Tennessee
$255K +$250K +1,762 New
MCM
312
MAI Capital Management
Ohio
$255K +$4.68K +33 +2%
NW
313
NewEdge Wealth
Pennsylvania
$255K +$18.1K +128 +8%
AAS
314
Avantax Advisory Services
Texas
$249K +$244K +1,719 New
FTWA
315
Fifth Third Wealth Advisors
Ohio
$241K +$236K +1,665 New
CC
316
Corton Capital
Ontario, Canada
$239K -$58.7K -414 -20%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$238K +$2.13K +15 +0.9%
FRM
318
Fox Run Management
Connecticut
$235K +$229K +1,618 New
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$232K +$226K +1,597 New
S
320
SignatureFD
Georgia
$228K -$21.5K -152 -9%
IIM
321
InTrack Investment Management
Vermont
$226K
WTC
322
WhitTier Trust Company
Nevada
$224K -$425 -3 -0.2%
SPI
323
Sutton Place Investors
New York
$222K +$1.42K +10 +0.7%
SW
324
SkyOak Wealth
Michigan
$217K
CL
325
Choreo LLC
Illinois
$217K +$215K +1,517 New