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Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$600K +$49.6K +1,712 +7%
EGM
127
Engineers Gate Manager
New York
$598K +$324K +11,168 +83%
IC
128
IEQ Capital
California
$593K -$257K -8,866 -27%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$571K +$215K +7,427 +46%
P
130
&Partners
Tennessee
$563K -$17.1K -590 -2%
LNWTC
131
Laird Norton Wetherby Trust Company
Washington
$561K -$287K -9,912 -30%
TAFW
132
Tred Avon Family Wealth
Maryland
$551K -$83.9K -2,895 -11%
ECM
133
Evergreen Capital Management
Washington
$543K -$110K -3,807 -15%
PAW
134
Plan A Wealth
Nebraska
$529K +$45.4K +1,568 +8%
IRP
135
Investment Research Partners
Pennsylvania
$516K +$53K +1,831 +9%
EARNEST Partners
136
EARNEST Partners
Georgia
$510K -$271K -9,355 -31%
NA
137
NewEdge Advisors
Louisiana
$487K +$22.4K +772 +4%
NS
138
NBC Securities
Alabama
$483K +$87.2K +3,009 +18%
TCWM
139
Total Clarity Wealth Management
Illinois
$482K +$575K +19,836 New
UBS AM
140
UBS AM
Illinois
$452K +$398K +13,744 +283%
Lido Advisors
141
Lido Advisors
California
$447K -$163K -5,637 -23%
CL
142
Choreo LLC
Illinois
$443K -$53.1K -1,833 -9%
NHC
143
Nicholas Hoffman & Company
Georgia
$437K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$429K +$254K +8,766 +99%
IWC
145
Integrated Wealth Concepts
Massachusetts
$414K +$46.5K +1,606 +10%
Citadel Advisors
146
Citadel Advisors
Florida
$404K -$7.54M -260,184 -94%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$403K -$221K -7,622 -32%
EWM
148
Empirical Wealth Management
Washington
$400K +$7.68K +265 +2%
SAM
149
Smartleaf Asset Management
Massachusetts
$400K -$12.8K -441 -3%
KAS
150
Kestra Advisory Services
Texas
$398K +$141K +4,850 +42%