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Name Holding Trade Value Shares
Change
Change in
Stake
VLKIM
626
Van Lanschot Kempen Investment Management
Netherlands
$248K +$253K +1,013 New
Envestnet Portfolio Solutions
627
Envestnet Portfolio Solutions
Illinois
$246K -$319K -1,281 -56%
BL
628
Balentine LLC
Georgia
$246K +$52.1K +209 +26%
WA
629
Waddell & Associates
Tennessee
$246K +$251K +1,005 New
LFS
630
Littlejohn Financial Services
Oregon
$245K +$250K +1,004 New
TFA
631
Trinity Financial Advisors
Ohio
$245K – – –
OWA
632
ORBA Wealth Advisors
Illinois
$244K – – –
EW
633
Evoke Wealth
California
$243K +$247K +992 New
CWP
634
Cyndeo Wealth Partners
Florida
$242K +$2K +8 +0.8%
PAG
635
Poinciana Advisors Group
Florida
$242K -$5.73K -23 -2%
BA
636
Bridgewater Advisors
New York
$241K -$32.4K -130 -11%
HDIM
637
Hanson & Doremus Investment Management
Vermont
$240K – – –
MPM
638
MBB Public Markets
Illinois
$237K -$55.1K -221 -19%
OC
639
Oakworth Capital
Alabama
$236K – – –
BHA
640
Beech Hill Advisors
New York
$236K +$24.9K +100 +12%
GC
641
Guidance Capital
Kentucky
$235K – – –
AWS
642
Atria Wealth Solutions
New York
$234K +$22.2K +89 +10%
FSC
643
Full Sail Capital
Oklahoma
$233K +$238K +954 New
PCIA
644
Prime Capital Investment Advisors
Kansas
$233K +$22.7K +91 +11%
MWM
645
Mission Wealth Management
California
$232K -$6.23K -25 -3%
RI
646
Ridgewood Investments
New Jersey
$230K -$21.4K -86 -8%
SWA
647
Stratos Wealth Advisors
Ohio
$228K -$2K -8 -0.9%
TIAA Trust, National Association
648
TIAA Trust, National Association
North Carolina
$228K -$12.5K -50 -5%
VCM
649
Voleon Capital Management
California
$227K -$1.73M -6,922 -88%
PA
650
Procyon Advisors
Connecticut
$227K +$232K +930 New