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Name Holding Trade Value Shares
Change
Change in
Stake
BP
201
Ballentine Partners
Massachusetts
$153K +$12.5K +1,839 +10%
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$153K +$25.1K +3,700 +23%
IA
203
Inspire Advisors
Idaho
$153K +$35.5K +5,228 +36%
XT
204
XTX Topco
Cayman Islands
$152K +$133K +19,582 New
Mariner
205
Mariner
Kansas
$144K +$10.3K +1,510 +9%
US Bancorp
206
US Bancorp
Minnesota
$132K +$67.8K +9,978 +142%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$127K -$23.2K -3,411 -17%
Cerity Partners
208
Cerity Partners
New York
$126K -$707 -104 -0.6%
AWM
209
Aprio Wealth Management
Georgia
$125K +$110K +16,127 New
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$121K
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$121K -$9.36K -1,378 -8%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$120K +$951 +140 +0.9%
PP
213
PDS Planning
Ohio
$119K +$7.1K +1,045 +7%
MML Investors Services
214
MML Investors Services
Massachusetts
$116K +$19.9K +2,931 +24%
HFP
215
Holistic Financial Partners
Indiana
$115K +$15.1K +2,220 +18%
TI
216
Tidal Investments
Wisconsin
$114K +$99.6K +14,653 New
HC
217
Henshaw Capital
Massachusetts
$113K +$98.9K +14,559 New
BMCM
218
Burns Matteson Capital Management
New York
$112K
PA
219
Parallel Advisors
California
$109K +$9.8K +1,443 +11%
SFA
220
Sequoia Financial Advisors
Ohio
$106K +$3.18K +468 +4%
TFS
221
Thoroughbred Financial Services
Tennessee
$106K
DOA
222
D'Orazio & Associates
Virginia
$105K +$15.8K +2,321 +21%
VC
223
Veracity Capital
Georgia
$104K -$14 -2 -0%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$102K +$31.4K +4,623 +54%
RG
225
Rathbones Group
United Kingdom
$101K