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Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
226
Legacy Capital Wealth Partners
Arkansas
$315K -$14.3K -1,448 -5%
IC
227
IEQ Capital
California
$314K +$22.2K +2,251 +8%
LNWTC
228
Laird Norton Wetherby Trust Company
Washington
$310K +$81.5K +8,275 +38%
SC
229
Savant Capital
Illinois
$309K +$36.1K +3,665 +14%
CT
230
Caldwell Trust
Florida
$309K
DWT
231
Dorsey & Whitney Trust
South Dakota
$309K -$10.2K -1,037 -3%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$306K +$17.2K +1,749 +6%
BP
233
Ballentine Partners
Massachusetts
$305K +$26.2K +2,659 +10%
BIG
234
Brooklyn Investment Group
New York
$304K +$230K +23,416 +385%
DWM
235
Defined Wealth Management
Oregon
$302K +$118 +12 +0%
LI
236
Lafayette Investments
Maryland
$299K
ISL
237
Ingalls & Snyder LLC
New York
$296K -$18.4K -1,870 -6%
SWM
238
Seed Wealth Management
Illinois
$296K
CIA
239
Choate Investment Advisors
Massachusetts
$286K -$6.29K -639 -2%
EH
240
Equitable Holdings
New York
$286K -$7.4K -752 -3%
RCA
241
Resonant Capital Advisors
Wisconsin
$285K +$68.2K +6,933 +33%
CGL
242
Clarius Group LLC
Washington
$270K -$318K -32,258 -55%
DADC
243
D.A. Davidson & Co
Montana
$270K +$1.11K +113 +0.4%
BPA
244
Beacon Pointe Advisors
California
$270K +$109K +11,036 +73%
LFA
245
Legacy Financial Advisors
Kentucky
$267K +$22.8K +2,317 +10%
IC
246
Iconiq Capital
California
$261K +$37.1K +3,769 +17%
OC
247
Oppenheimer & Co
New York
$261K +$25.2K +2,564 +11%
HCMT
248
Highland Capital Management (Tennessee)
Tennessee
$259K -$34.5K -3,501 -12%
MWA
249
MN Wealth Advisors
Kansas
$259K -$3.59K -365 -1%
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$258K +$59.5K +6,050 +32%