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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
426
Lion Street Advisors
Texas
$308K +$36.6K +339 +13%
E
427
Ergoteles
New York
$304K +$311K +2,880 New
IWM
428
IHT Wealth Management
Illinois
$302K +$36.8K +341 +14%
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$301K -$50.6K -469 -14%
API
430
Advisor Partners II
California
$299K +$305K +2,829 New
MCM
431
Manchester Capital Management
Vermont
$295K
BWP
432
BSW Wealth Partners
Colorado
$291K +$49K +454 +20%
Baird Financial Group
433
Baird Financial Group
Wisconsin
$290K -$225K -2,088 -43%
MMPW
434
Mitchell McLeod Pugh & Williams
Alabama
$290K
TCM
435
Tributary Capital Management
Nebraska
$288K
ATC
436
Argent Trust Co
Tennessee
$279K +$2.05K +19 +0.7%
SW
437
SVB Wealth
Massachusetts
$278K +$283K +2,622 New
BC
438
Barnett & Company
Tennessee
$275K +$281K +2,604 New
Assenagon Asset Management
439
Assenagon Asset Management
Luxembourg
$274K +$280K +2,593 New
BAAM
440
Baker Avenue Asset Management
California
$272K +$540 +5 +0.2%
CT
441
Cambridge Trust
Massachusetts
$268K
PA
442
Parallel Advisors
California
$266K +$18.2K +169 +7%
CI Investments Inc
443
CI Investments Inc
Ontario, Canada
$260K -$6.58K -61 -2%
IAA
444
Ironsides Asset Advisors
North Carolina
$259K
KWM
445
Kingsview Wealth Management
Oregon
$256K -$154K -1,431 -37%
P
446
Pitcairn
Pennsylvania
$256K -$5.4K -50 -2%
CGL
447
Clarius Group LLC
Washington
$255K +$260K +2,412 New
GC
448
Gratus Capital
Georgia
$254K
FC
449
FORA Capital
Florida
$253K -$1.3M -12,035 -83%
AWS
450
Atria Wealth Solutions
New York
$250K +$30.7K +284 +14%