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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
401
Cetera Advisor Networks
California
$322K +$340K +6,456 New
RJT
402
Raymond James Trust
Florida
$316K +$2.85K +54 +0.9%
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$316K +$74.5K +1,414 +29%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$311K -$19K -360 -5%
NIM
405
NuWave Investment Management
New Jersey
$311K +$329K +6,238 New
SS
406
Simplicity Solutions
Minnesota
$310K +$18.1K +344 +6%
GCP
407
GSA Capital Partners
United Kingdom
$309K +$326K +6,190 New
HW
408
Hancock Whitney
Mississippi
$307K -$16K -304 -5%
DCM
409
Dupont Capital Management
Delaware
$305K +$8.33K +158 +3%
DJSG
410
D.J. St. Germain
Massachusetts
$301K -$26.3K -498 -8%
SP
411
Symmetry Partners
Connecticut
$301K
OPS
412
Orion Portfolio Solutions
Nebraska
$297K +$314K +5,950 New
IA
413
IFG Advisory
Georgia
$295K +$527 +10 +0.2%
KACA
414
Kayne Anderson Capital Advisors
California
$294K +$311K +5,900 New
FHA
415
Flagship Harbor Advisors
Massachusetts
$293K +$105 +2 +0%
PIA
416
Pinion Investment Advisors
Kansas
$293K +$1.58K +30 +0.5%
SWM
417
SeaCrest Wealth Management
New York
$292K +$4.75K +90 +2%
HFG
418
Heron Financial Group
New York
$292K +$12.7K +240 +4%
ACS
419
Archford Capital Strategies
Illinois
$292K +$20.3K +386 +7%
EGA
420
E&G Advisors
Texas
$289K -$306K -5,800 Closed
FMLI
421
Fukoku Mutual Life Insurance
Japan
$289K -$84.3K -1,600 -22%
BSW
422
Buckingham Strategic Wealth
Missouri
$289K +$76.2K +1,446 +33%
TI
423
Tidal Investments
Wisconsin
$289K +$305K +5,794 New
GT
424
Greenleaf Trust
Michigan
$287K +$16K +304 +6%
SWM
425
Segment Wealth Management
Texas
$283K