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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
626
Envestnet Portfolio Solutions
Illinois
$246K -$319K -1,281 -56%
BL
627
Balentine LLC
Georgia
$246K +$52.1K +209 +26%
WA
628
Waddell & Associates
Tennessee
$246K +$251K +1,005 New
LFS
629
Littlejohn Financial Services
Oregon
$245K +$250K +1,004 New
TFA
630
Trinity Financial Advisors
Ohio
$245K
OWA
631
ORBA Wealth Advisors
Illinois
$244K
EW
632
Evoke Wealth
California
$243K +$247K +992 New
CWP
633
Cyndeo Wealth Partners
Florida
$242K +$2K +8 +0.8%
PAG
634
Poinciana Advisors Group
Florida
$242K -$5.73K -23 -2%
BA
635
Bridgewater Advisors
New York
$241K -$32.4K -130 -11%
HDIM
636
Hanson & Doremus Investment Management
Vermont
$240K
MPM
637
MBB Public Markets
Illinois
$237K -$55.1K -221 -19%
OC
638
Oakworth Capital
Alabama
$236K
BHA
639
Beech Hill Advisors
New York
$236K +$24.9K +100 +12%
GC
640
Guidance Capital
Kentucky
$235K
AWS
641
Atria Wealth Solutions
New York
$234K +$22.2K +89 +10%
FSC
642
Full Sail Capital
Oklahoma
$233K +$238K +954 New
PCIA
643
Prime Capital Investment Advisors
Kansas
$233K +$22.7K +91 +11%
MWM
644
Mission Wealth Management
California
$232K -$6.23K -25 -3%
RI
645
Ridgewood Investments
New Jersey
$230K -$21.4K -86 -8%
SWA
646
Stratos Wealth Advisors
Ohio
$228K -$2K -8 -0.9%
TIAA Trust, National Association
647
TIAA Trust, National Association
North Carolina
$228K -$12.5K -50 -5%
VCM
648
Voleon Capital Management
California
$227K -$1.73M -6,922 -88%
PA
649
Procyon Advisors
Connecticut
$227K +$232K +930 New
BP
650
Ballentine Partners
Massachusetts
$226K -$172K -688 -43%