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Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
IEQ Capital
California
$396K +$81.4K +7,716 +25%
FA
227
Fedenia Advisers
Wisconsin
$394K -$16K -1,515 -4%
CPA
228
Capital Performance Advisors
California
$390K +$397K +37,653 New
SCA
229
Snowden Capital Advisors
New York
$389K +$21.7K +2,057 +6%
SS
230
SBI Securities
Japan
$381K -$9.75K -924 -2%
VCM
231
Versant Capital Management
Arizona
$379K +$155K +14,677 +67%
AWA
232
Aaron Wealth Advisors
Illinois
$373K +$35.7K +3,389 +10%
Two Sigma Investments
233
Two Sigma Investments
New York
$372K -$842K -79,800 -69%
AFG
234
Atomi Financial Group
New York
$366K +$15.9K +1,512 +4%
BP
235
Ballentine Partners
Massachusetts
$354K +$47.6K +4,515 +15%
EH
236
Equitable Holdings
New York
$342K +$54.4K +5,157 +19%
SPIA
237
Steward Partners Investment Advisory
New York
$341K -$135K -12,831 -28%
IAS
238
Insigneo Advisory Services
Florida
$340K +$9.84K +933 +3%
YIH
239
Y-Intercept (HK)
Hong Kong
$332K -$426K -40,352 -56%
CCM
240
Coldstream Capital Management
Washington
$329K +$72.5K +6,878 +28%
WA
241
Waverly Advisors
Alabama
$326K -$1.53K -145 -0.5%
LCWP
242
Legacy Capital Wealth Partners
Arkansas
$324K +$6.73K +638 +2%
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$321K +$12.7K +1,200 +4%
FFM
244
Forum Financial Management
Illinois
$318K -$454 -43 -0.1%
DWT
245
Dorsey & Whitney Trust
South Dakota
$307K -$4.23K -401 -1%
DWM
246
Defined Wealth Management
Oregon
$306K +$1.67K +158 +0.5%
RCA
247
Resonant Capital Advisors
Wisconsin
$305K +$18.6K +1,761 +6%
IAA
248
Independent Advisor Alliance
North Carolina
$303K +$52K +4,932 +20%
LI
249
Lafayette Investments
Maryland
$302K
FPL
250
Fortress Private Ledger
North Carolina
$299K +$130K +12,304 +75%