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Name Holding Trade Value Shares
Change
Change in
Stake
SC
176
Syon Capital
California
$267K +$281K +9,846 New
LCGC
177
Legacy Capital Group California
California
$257K -$3.79K -133 -1%
OL
178
Optas LLC
Texas
$256K -$62.8K -2,201 -19%
BP
179
Ballentine Partners
Massachusetts
$250K +$263K +9,213 New
SC
180
Savant Capital
Illinois
$249K +$9.64K +338 +4%
PP
181
PDS Planning
Ohio
$249K -$20.8K -728 -7%
IC
182
Iconiq Capital
California
$247K -$35.3K -1,238 -12%
IC
183
IEQ Capital
California
$247K +$260K +9,111 New
CCA
184
Checchi Capital Advisers
California
$236K +$45.6K +1,597 +22%
VFA
185
Valeo Financial Advisors
Indiana
$236K +$38.7K +1,355 +18%
Truist Financial
186
Truist Financial
North Carolina
$235K +$14.6K +511 +6%
FRM
187
Fox Run Management
Connecticut
$234K +$246K +8,626 New
IWC
188
Integrated Wealth Concepts
Massachusetts
$232K +$13.3K +468 +6%
M&T Bank
189
M&T Bank
New York
$230K +$242K +8,489 New
ACA
190
Atlas Capital Advisors
Wyoming
$229K -$263K -9,207 -52%
CTC
191
Cetera Trust Company
Minnesota
$228K
AAS
192
Avantax Advisory Services
Texas
$224K +$6.13K +215 +3%
PAW
193
Plan A Wealth
Nebraska
$223K +$234K +8,217 New
DWT
194
Dorsey & Whitney Trust
South Dakota
$220K +$232K +8,126 New
TCWM
195
Total Clarity Wealth Management
Illinois
$220K
KCM
196
Kathmere Capital Management
Pennsylvania
$217K +$228K +7,990 New
KeyBank National Association
197
KeyBank National Association
Ohio
$216K +$227K +7,950 New
ONB
198
Old National Bancorp
Indiana
$212K -$126K -4,433 -36%
MFG
199
MidWestOne Financial Group
Iowa
$212K
PHK
200
Point72 Hong Kong
Hong Kong
$209K +$219K +7,691 New