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Name Holding Trade Value Shares
Change
Change in
Stake
DM
251
Deerfield Management
New York
$363K +$369K +4,587 New
ONB
252
Old National Bancorp
Indiana
$359K +$364K +4,526 New
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$350K +$72.5K +901 +26%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$346K -$11.1K -138 -3%
BC
255
Bridgefront Capital
Texas
$333K +$338K +4,203 New
BWA
256
BlueSky Wealth Advisors
North Carolina
$330K
PCFFS
257
Pacific Center for Financial Services
California
$327K
GC
258
Globeflex Capital
California
$327K
HWMA
259
Heritage Wealth Management (Arizona)
Arizona
$325K -$41.2K -512 -11%
HFO
260
Heritage Family Offices
Arizona
$325K +$330K +4,102 New
SSA
261
Schonfeld Strategic Advisors
New York
$319K +$324K +4,024 New
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$313K +$87.4K +1,087 +38%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$306K +$27.7K +344 +10%
Creative Planning
264
Creative Planning
Kansas
$302K +$9.33K +116 +3%
MA
265
MJP Associates
Connecticut
$292K +$20.1K +250 +7%
BRWA
266
B. Riley Wealth Advisors
Florida
$283K -$144K -1,786 -33%
PI
267
PineBridge Investments
New York
$281K -$8.77K -109 -3%
MWM
268
Meritas Wealth Management
California
$266K
NC
269
nVerses Capital
Florida
$261K +$265K +3,300 New
AAS
270
Avantax Advisory Services
Texas
$260K +$264K +3,280 New
EWA
271
EverSource Wealth Advisors
Alabama
$259K -$8.69K -108 -3%
IWC
272
Integrated Wealth Concepts
Massachusetts
$256K -$2.49K -31 -0.9%
CCA
273
Cadent Capital Advisors
Oklahoma
$255K -$483 -6 -0.2%
WT
274
Whittier Trust
California
$255K
M&T Bank
275
M&T Bank
New York
$253K -$11.4K -142 -4%