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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MAI Capital Management
Ohio
$275K -$18K -342 -7%
KF
452
Krilogy Financial
Missouri
$275K – – –
SC
453
Savant Capital
Illinois
$275K +$21.2K +404 +9%
CG
454
Colony Group
Massachusetts
$270K – – –
LSPW
455
Lake Street Private Wealth
Illinois
$268K +$249K +4,750 New
BCI
456
Brinker Capital Investments
Pennsylvania
$267K +$249K +4,742 New
WT
457
Whittier Trust
California
$266K +$73.8K +1,406 +42%
B
458
Bailard
California
$263K +$12.1K +230 +5%
AWA
459
Arkadios Wealth Advisors
Georgia
$261K +$1.05K +20 +0.4%
KeyBank National Association
460
KeyBank National Association
Ohio
$260K +$6.93K +132 +3%
BBHC
461
Brown Brothers Harriman & Co
New York
$259K – – –
SWP
462
Strategic Wealth Partners
Ohio
$256K +$238K +4,540 New
LIM
463
Longfellow Investment Management
Massachusetts
$255K – – –
BSW
464
Buckingham Strategic Wealth
Missouri
$254K -$17K -324 -7%
EH
465
Equitable Holdings
New York
$250K +$17.9K +340 +8%
WS
466
Wedbush Securities
California
$250K +$234K +4,448 New
EA
467
Elm Advisors
California
$248K – – –
KACA
468
Kayne Anderson Capital Advisors
California
$248K +$231K +4,400 New
PCM
469
Prelude Capital Management
New York
$243K +$226K +4,312 New
TMAM
470
Tokio Marine Asset Management
Japan
$242K – – –
AAS
471
Avantax Advisory Services
Texas
$242K +$226K +4,304 New
FC
472
FORA Capital
Florida
$241K -$2.86M -54,466 -93%
Bessemer Group
473
Bessemer Group
New Jersey
$241K -$139K -2,652 -38%
CA
474
Continuum Advisory
Idaho
$240K +$224K +4,256 New
OPS
475
Orion Portfolio Solutions
Nebraska
$239K -$4.73K -90 -2%