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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
326
Wallace Advisory Group
California
$114K +$4.76K +569 +4%
SMA
327
Sage Mountain Advisors
Georgia
$114K -$192 -23 -0.2%
P
328
&Partners
Tennessee
$113K +$104K +12,503 New
PWM
329
Perigon Wealth Management
California
$112K +$111K +13,221 New
ATC
330
Argent Trust Co
Tennessee
$112K -$40.4K -4,832 -27%
IAN
331
Integrated Advisors Network
Texas
$112K +$26.3K +3,145 +31%
SRC
332
Sage Rhino Capital
California
$111K +$1.06K +127 +1%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$14.1K -1,681 -12%
AMIM
334
Aull & Monroe Investment Management
Alabama
$109K -$5.85K -700 -5%
PP
335
PDS Planning
Ohio
$109K -$1.97K -236 -2%
PA
336
Parallel Advisors
California
$108K +$36.1K +4,325 +51%
AAM
337
Aureus Asset Management
Massachusetts
$107K
TSS
338
Two Sigma Securities
New York
$107K +$105K +12,574 New
CL
339
Choreo LLC
Illinois
$106K +$104K +12,497 New
CC
340
Callan Capital
California
$104K +$103K +12,279 New
RB
341
Renasant Bank
Mississippi
$103K +$17.1K +2,046 +20%
MIS
342
Morningstar Investment Services
Illinois
$103K -$99.6K -11,915 -50%
BA
343
Ballew Advisors
Mississippi
$103K
Lido Advisors
344
Lido Advisors
California
$102K +$99.9K +11,948 New
Lazard Asset Management
345
Lazard Asset Management
New York
$102K +$627 +75 +0.6%
HFP
346
Holistic Financial Partners
Indiana
$101K +$99.8K +11,941 New
KP
347
Keel Point
Alabama
$101K +$451 +54 +0.5%
HW
348
Hancock Whitney
Mississippi
$101K +$4.22K +505 +4%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$100K -$3.4K -407 -3%
WIS
350
Wright Investors Service
Connecticut
$100K -$3.97K -475 -4%