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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$468K -$15K -593 -3%
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$465K +$169K +6,688 +45%
1WA
128
180 Wealth Advisors
Washington
$464K +$65.9K +2,607 +14%
BL
129
Balentine LLC
Georgia
$449K +$222K +8,799 +73%
Cerity Partners
130
Cerity Partners
New York
$429K +$139K +5,497 +38%
KAS
131
Kestra Advisory Services
Texas
$394K +$112K +4,419 +32%
LSAG
132
Lake Street Advisors Group
New Hampshire
$392K +$459K +18,173 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$385K +$143K +5,662 +46%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$381K +$181K +7,148 +68%
ONB
135
Old National Bancorp
Indiana
$377K +$96.5K +3,817 +28%
NW
136
Naviter Wealth
Arkansas
$375K +$16.8K +665 +4%
ACA
137
Atlas Capital Advisors
Wyoming
$360K -$79.7K -3,155 -16%
SI
138
Stephens Inc
Arkansas
$356K +$109K +4,312 +35%
JP Morgan Chase
139
JP Morgan Chase
New York
$350K -$136K -5,376 -25%
Truist Financial
140
Truist Financial
North Carolina
$347K -$28.5K -1,127 -7%
ECM
141
Evergreen Capital Management
Washington
$347K +$126K +4,976 +45%
BCI
142
Brinker Capital Investments
Pennsylvania
$338K +$17.6K +695 +5%
BCM
143
Bayesian Capital Management
New York
$327K -$29.7K -1,175 -7%
RHBC
144
R.H. Bluestein & Co
Michigan
$324K +$126K +5,000 +50%
Capital Fund Management (CFM)
145
Capital Fund Management (CFM)
France
$311K -$90.6K -3,584 -20%
PAS
146
Park Avenue Securities
New York
$309K +$57.2K +2,264 +19%
VF
147
Virtu Financial
New York
$309K +$362K +14,311 New
SW
148
SVB Wealth
Massachusetts
$305K +$50.5K +1,996 +16%
ACM
149
Aquatic Capital Management
Illinois
$298K +$324K +12,800 +1,280%
HAM
150
Hedges Asset Management
Nevada
$296K