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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Dynamic Advisor Solutions
Arizona
$354K -$3.25K -84 -1%
PCIA
227
Prime Capital Investment Advisors
Kansas
$352K +$336K +8,690 New
VFA
228
Valeo Financial Advisors
Indiana
$350K -$31.6K -815 -9%
AFO
229
Allie Family Office
Florida
$345K
LC
230
Lindbrook Capital
California
$340K +$29K +748 +10%
KeyBank National Association
231
KeyBank National Association
Ohio
$337K +$108K +2,793 +51%
SCP
232
Sivia Capital Partners
California
$328K +$313K +8,084 New
Deutsche Bank
233
Deutsche Bank
Germany
$323K -$11.1K -288 -3%
FOA
234
Five Oceans Advisors
California
$323K
ATIA
235
American Trust Investment Advisors
New Hampshire
$320K -$20.5K -530 -6%
GCM
236
Gallacher Capital Management
Colorado
$319K -$31K -802 -9%
HC
237
Henshaw Capital
Massachusetts
$318K
ClearBridge Investments
238
ClearBridge Investments
New York
$312K
NFG
239
Nations Financial Group
Iowa
$309K -$1.32K -34 -0.4%
CAM
240
Cozad Asset Management
Illinois
$296K
CCM
241
Coldstream Capital Management
Washington
$295K +$282K +7,277 New
CQS
242
Credential Qtrade Securities
$293K -$39.9K -1,030 -12%
PA
243
Parallel Advisors
California
$292K -$7.51K -194 -3%
BPA
244
Beacon Pointe Advisors
California
$286K +$21.6K +558 +9%
OL
245
Optas LLC
Texas
$276K +$22.8K +590 +9%
HNB
246
Huntington National Bank
Ohio
$275K -$23.5K -606 -8%
BWP
247
BSW Wealth Partners
Colorado
$273K +$261K +6,745 New
Connor, Clark & Lunn Investment Management (CC&L)
248
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269K -$61.1K -1,579 -19%
TW
249
Traveka Wealth
California
$263K +$251K +6,490 New
BFG
250
Bleakley Financial Group
New Jersey
$260K +$26.1K +675 +12%