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Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Colony Group
Massachusetts
$270K
LSPW
452
Lake Street Private Wealth
Illinois
$268K +$249K +4,750 New
BCI
453
Brinker Capital Investments
Pennsylvania
$267K +$249K +4,742 New
WT
454
Whittier Trust
California
$266K +$73.8K +1,406 +42%
B
455
Bailard
California
$263K +$12.1K +230 +5%
AWA
456
Arkadios Wealth Advisors
Georgia
$261K +$1.05K +20 +0.4%
KeyBank National Association
457
KeyBank National Association
Ohio
$260K +$6.93K +132 +3%
SWP
458
Strategic Wealth Partners
Ohio
$256K +$238K +4,540 New
LIM
459
Longfellow Investment Management
Massachusetts
$255K
BSW
460
Buckingham Strategic Wealth
Missouri
$254K -$17K -324 -7%
EH
461
Equitable Holdings
New York
$250K +$17.9K +340 +8%
WS
462
Wedbush Securities
California
$250K +$234K +4,448 New
EA
463
Elm Advisors
California
$248K
KACA
464
Kayne Anderson Capital Advisors
California
$248K +$231K +4,400 New
PCM
465
Prelude Capital Management
New York
$243K +$226K +4,312 New
TMAM
466
Tokio Marine Asset Management
Japan
$242K
AAS
467
Avantax Advisory Services
Texas
$242K +$226K +4,304 New
FC
468
FORA Capital
Florida
$241K -$2.86M -54,466 -93%
Bessemer Group
469
Bessemer Group
New Jersey
$241K -$139K -2,652 -38%
CA
470
Continuum Advisory
Idaho
$240K +$224K +4,256 New
OPS
471
Orion Portfolio Solutions
Nebraska
$239K -$4.73K -90 -2%
PFS
472
Prospera Financial Services
Texas
$239K +$222K +4,232 New
1WA
473
180 Wealth Advisors
Washington
$236K -$4.73K -90 -2%
SFI
474
Siemens Fonds Invest
Germany
$234K -$735 -14 -0.3%
PA
475
Parallel Advisors
California
$234K +$36K +686 +20%