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Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
301
First Midwest Bank Trust Division
Illinois
$320K -$36.6K -214 -9%
SW
302
SVB Wealth
Massachusetts
$314K +$343K +2,007 New
PP
303
Paloma Partners
Connecticut
$308K +$337K +1,970 New
PAA
304
Peregrine Asset Advisers
Oregon
$292K +$319K +1,865 New
UCFA
305
United Capital Financial Advisors
Texas
$287K -$48.5K -284 -13%
AWM
306
Altium Wealth Management
New York
$282K
GC
307
Gilbert & Cook
Iowa
$278K +$95K +556 +45%
PAM
308
Premier Asset Management
Illinois
$276K +$63.9K +374 +27%
PAM
309
Paradigm Asset Management
New York
$266K -$34.2K -200 -11%
CAM
310
Concorde Asset Management
Michigan
$254K -$884K -5,176 -76%
GC
311
Guggenheim Capital
Illinois
$246K -$51.8K -303 -16%
Vanguard Personalized Indexing Management
312
Vanguard Personalized Indexing Management
California
$244K +$267K +1,563 New
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$242K +$273K +1,600 New
BPA
314
Beacon Pointe Advisors
California
$241K
OC
315
Oppenheimer & Co
New York
$235K +$29.4K +172 +13%
Two Sigma Advisers
316
Two Sigma Advisers
New York
$234K +$256K +1,500 New
OFS
317
OneAscent Financial Services
Alabama
$233K +$40.8K +239 +19%
BAM
318
Belpointe Asset Management
Nevada
$223K +$106K +621 +77%
TI
319
Tidal Investments
Wisconsin
$222K +$243K +1,423 New
CA
320
Cetera Advisors
Colorado
$221K -$8.54K -50 -3%
AIG
321
American International Group
New York
$216K -$28.4K -166 -11%
SFS
322
Sowell Financial Services
Arkansas
$216K +$25.3K +148 +13%
LFAS
323
Level Four Advisory Services
Texas
$215K +$235K +1,377 New
CIAS
324
Capital Investment Advisory Services
North Carolina
$211K
BCM
325
Bienville Capital Management
New York
$203K -$205K -1,200 -48%