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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Ironsides Asset Advisors
North Carolina
$262K +$299K +2,450 New
AT
452
American Trust
Kentucky
$257K -$56.5K -462 -16%
GC
453
Gratus Capital
Georgia
$257K – – –
DT
454
Diversified Trust
Tennessee
$255K +$291K +2,384 New
PA
455
Parallel Advisors
California
$251K +$93K +761 +48%
VI
456
Versor Investments
New York
$246K -$137K -1,123 -33%
BWP
457
BSW Wealth Partners
Colorado
$246K +$281K +2,301 New
RIM
458
Redpoint Investment Management
Australia
$240K – – –
CCA
459
Checchi Capital Advisers
California
$239K +$262K +2,147 New
TIA
460
Tiemann Investment Advisors
California
$235K – – –
LSA
461
Lion Street Advisors
Texas
$235K +$65.9K +539 +26%
CCB
462
Country Club Bank
Missouri
$233K – – –
SP
463
Symmetry Partners
Connecticut
$231K +$264K +2,161 New
KTC
464
Kistler-Tiffany Companies
Pennsylvania
$230K – – –
CCP
465
Corient Capital Partners
California
$228K +$21.7K +178 +9%
LC
466
Lindbrook Capital
California
$227K -$18.8K -154 -7%
DIA
467
Dana Investment Advisors
Wisconsin
$224K – – –
IAA
468
Independent Advisor Alliance
North Carolina
$223K +$7.58K +62 +3%
AWS
469
Atria Wealth Solutions
New York
$223K +$40.2K +329 +19%
BCM
470
Brookstone Capital Management
Illinois
$221K +$257K +2,107 New
CGA
471
Crescent Grove Advisors
Illinois
$215K – – –
ZB
472
Zions Bancorporation
Utah
$215K +$73.3K +600 +43%
BA
473
Bridgewater Advisors
New York
$212K -$7.94K -65 -3%
HH
474
Hilltop Holdings
Texas
$211K -$142K -1,159 -37%
GPA
475
Garrison Point Advisors
California
$210K -$8.55K -70 -3%