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Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$308K
Mariner
152
Mariner
Kansas
$303K +$33.9K +3,974 +13%
BTI
153
Blue Trust Inc
Georgia
$302K +$62.9K +7,370 +28%
AFG
154
Atomi Financial Group
New York
$288K +$31.2K +3,656 +13%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$287K +$273K +31,977 New
Truist Financial
156
Truist Financial
North Carolina
$271K +$257K +30,128 New
SA
157
Shilanski & Associates
Alaska
$270K +$256K +30,033 New
FC
158
FCA Corp
Texas
$270K
BP
159
Ballentine Partners
Massachusetts
$266K -$31.3K -3,668 -11%
IQI
160
Integrated Quantitative Investments
Washington
$261K -$201K -23,600 -45%
KCM
161
Kathmere Capital Management
Pennsylvania
$260K +$113K +13,234 +84%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$251K -$90.6K -10,613 -28%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$246K -$17.9K -2,096 -7%
BC
164
Bridgefront Capital
Texas
$241K +$87.6K +10,264 +62%
AWM
165
Aprio Wealth Management
Georgia
$240K +$14.1K +1,650 +7%
MCP
166
Militia Capital Partners
Nevada
$237K +$169K +19,800 +300%
AF
167
Allworth Financial
California
$236K -$13.4K -1,567 -6%
P
168
&Partners
Tennessee
$230K +$53.7K +6,296 +33%
SA
169
Sanctuary Advisors
Indiana
$227K -$141K -16,572 -40%
YCM
170
Yousif Capital Management
Michigan
$226K
IWC
171
Integrated Wealth Concepts
Massachusetts
$225K +$214K +25,022 New
BPA
172
Beacon Pointe Advisors
California
$225K +$213K +25,004 New
BMCM
173
Burns Matteson Capital Management
New York
$225K +$213K +24,976 New
PCS
174
Personal CFO Solutions
New Jersey
$222K +$210K +24,659 New
Vanguard Personalized Indexing Management
175
Vanguard Personalized Indexing Management
California
$218K +$10.8K +1,268 +6%