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Name Holding Trade Value Shares
Change
Change in
Stake
CS
351
Comerica Securities
Michigan
$273K +$282K +1,259 New
KWM
352
Kingsview Wealth Management
Oregon
$271K -$88.8K -396 -24%
OPS
353
Orion Portfolio Solutions
Nebraska
$270K -$25.1K -112 -8%
V
354
Veritable
Delaware
$267K +$19.5K +87 +8%
PWPS
355
Pinnacle Wealth Planning Services
Ohio
$265K -$2.92K -13 -1%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$265K +$115K +513 +72%
WT
357
Whittier Trust
California
$262K -$50K -223 -16%
EWA
358
EP Wealth Advisors
California
$262K +$271K +1,209 New
AO
359
Advisor OS
Illinois
$261K -$19.1K -85 -7%
1WM
360
1900 Wealth Management
Texas
$260K
AP
361
Advisor Partners
California
$256K +$897 +4 +0.3%
Cerity Partners
362
Cerity Partners
New York
$254K +$49.1K +219 +23%
KWM
363
Kolinsky Wealth Management
New Jersey
$252K +$33.2K +148 +15%
YIH
364
Y-Intercept (HK)
Hong Kong
$250K +$259K +1,155 New
PIM
365
Penobscot Investment Management
Massachusetts
$249K
PIM
366
Perpetual Investment Management
Australia
$248K
TAM
367
Trillium Asset Management
Massachusetts
$248K
PI
368
PEAK6 Investments
Illinois
$248K +$221K +987 +32,900%
WKSWA
369
White Knight Strategic Wealth Advisors
New Jersey
$245K
WJWM
370
Williams Jones Wealth Management
New York
$244K +$3.36K +15 +1%
RCA
371
Resonant Capital Advisors
Wisconsin
$242K +$67.3K +300 +37%
Treasurer of the State of North Carolina
372
Treasurer of the State of North Carolina
North Carolina
$239K +$247K +1,101 New
PNC
373
Park National Corp
Ohio
$233K -$673 -3 -0.3%
BBW
374
Blue Barn Wealth
Utah
$231K +$6.5K +29 +3%
MCA
375
Millennium Capital Advisors
Arkansas
$222K -$16.8K -75 -7%