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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$722K +$21.8K +687 +3%
CL
127
Choreo LLC
Illinois
$714K +$33.9K +1,068 +5%
HIMC
128
Heritage Investors Management Corp
Maryland
$714K -$635 -20 -0.1%
BWP
129
BSW Wealth Partners
Colorado
$712K +$74.3K +2,343 +12%
SFA
130
Sequoia Financial Advisors
Ohio
$711K +$62.4K +1,966 +10%
SSA
131
Sierra Summit Advisors
Nevada
$706K +$106K +3,348 +18%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$699K -$61.1K -1,927 -8%
AAM
133
Advisors Asset Management
Colorado
$683K +$205K +6,465 +43%
AWS
134
Atria Wealth Solutions
New York
$648K
ACA
135
Atlas Capital Advisors
Wyoming
$629K -$98K -3,088 -13%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$607K -$23.1K -727 -4%
VA
137
Vident Advisory
Georgia
$593K +$39.7K +1,251 +7%
ECM
138
Evergreen Capital Management
Washington
$586K +$117K +3,695 +25%
Citigroup
139
Citigroup
New York
$586K +$42.6K +1,344 +8%
Lido Advisors
140
Lido Advisors
California
$583K -$18.2K -574 -3%
UCFA
141
United Capital Financial Advisors
Texas
$582K +$44.4K +1,398 +8%
GT
142
Glenmede Trust
Pennsylvania
$579K -$131K -4,142 -18%
1WA
143
180 Wealth Advisors
Washington
$578K -$42.5K -1,341 -7%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$573K -$47.1K -1,485 -8%
NHC
145
Nicholas Hoffman & Company
Georgia
$573K -$25.4K -800 -4%
PS
146
Principal Securities
Iowa
$570K +$513K +16,173 +909%
EAM
147
Eagle Asset Management
Florida
$561K +$66.1K +2,084 +11%
AFG
148
Atomi Financial Group
New York
$561K +$38.5K +1,212 +7%
TC
149
TownSquare Capital
Utah
$522K +$179K +5,630 +52%
NA
150
NewEdge Advisors
Louisiana
$521K +$44.5K +1,402 +9%