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Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
126
Walleye Trading
New York
$255K +$263K +9,379 New
OMC
127
Old Mission Capital
Illinois
$246K +$254K +9,057 New
FIM
128
Freedom Investment Management
Connecticut
$243K -$125K -4,454 -33%
OCG
129
Opus Capital Group
Ohio
$229K -$71.4K -2,545 -23%
DWT
130
Dorsey & Whitney Trust
South Dakota
$229K -$17.8K -633 -7%
CIP
131
Cornerstone Investment Partners
Georgia
$229K +$236K +8,417 New
SCM
132
SOL Capital Management
Maryland
$222K
HDIM
133
Hanson & Doremus Investment Management
Vermont
$222K +$23.8K +849 +12%
CG
134
Caprock Group
Idaho
$217K -$13.3K -475 -6%
BP
135
Ballentine Partners
Massachusetts
$215K +$3.12K +111 +1%
ONB
136
Old National Bancorp
Indiana
$209K -$2.39K -85 -1%
Cerity Partners
137
Cerity Partners
New York
$207K -$527K -18,772 -71%
FFG
138
Fortem Financial Group
California
$207K -$1.6K -57 -0.7%
RFC
139
Regions Financial Corp
Alabama
$206K -$27K -962 -11%
KeyBank National Association
140
KeyBank National Association
Ohio
$206K
PVWM
141
Point View Wealth Management
New Jersey
$203K +$210K +7,483 New
CAM
142
Cresset Asset Management
Illinois
$200K +$93K +3,313 +82%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$160K -$13K -462 -7%
AssetMark Inc
144
AssetMark Inc
California
$143K +$23K +819 +18%
PA
145
Parallel Advisors
California
$138K +$42.1K +1,499 +42%
OWA
146
One Wealth Advisors
California
$134K +$139K +4,939 New
PK
147
Pflug Koory
Nebraska
$131K -$12.6K -450 -9%
LC
148
Lindbrook Capital
California
$106K -$3K -107 -3%
JWA
149
JFS Wealth Advisors
Pennsylvania
$94K
IWP
150
Icon Wealth Partners
Texas
$80K +$82.9K +2,955 New