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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
376
Zions Bancorporation
Utah
$241K -$47K -237 -16%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$240K -$243K -1,225 -50%
CAAS
378
Capital Asset Advisory Services
Michigan
$238K -$489K -2,468 -69%
BPA
379
Beacon Pointe Advisors
California
$238K +$243K +1,225 New
PA
380
Parallel Advisors
California
$237K -$1.78K -9 -0.7%
AssetMark Inc
381
AssetMark Inc
California
$236K +$76.5K +386 +47%
WWP
382
WR Wealth Planners
Missouri
$235K +$99.5K +502 +71%
CB
383
Centennial Bank
Arkansas
$234K +$239K +1,206 New
FTDI
384
First Trust Direct Indexing
Massachusetts
$233K -$11.3K -57 -5%
1WM
385
1900 Wealth Management
Texas
$233K
HH
386
Hilltop Holdings
Texas
$232K
BFO
387
Biltmore Family Office
North Carolina
$232K +$236K +1,192 New
SC
388
Steph & Co
Wisconsin
$231K +$111K +562 +90%
API
389
Advisor Partners II
California
$224K -$13.1K -66 -5%
PIM
390
Penobscot Investment Management
Massachusetts
$223K
CFGS
391
Concourse Financial Group Securities
Alabama
$223K +$228K +1,148 New
OPS
392
Orion Portfolio Solutions
Nebraska
$222K -$22.2K -112 -9%
HW
393
Hancock Whitney
Mississippi
$220K -$31.1K -157 -12%
WKSWA
394
White Knight Strategic Wealth Advisors
New Jersey
$220K
CQS
395
Credential Qtrade Securities
$220K -$20.4K -103 -8%
V
396
Veritable
Delaware
$219K -$18K -91 -7%
Schroder Investment Management Group
397
Schroder Investment Management Group
United Kingdom
$217K -$149K -750 -40%
WJWM
398
Williams Jones Wealth Management
New York
$216K -$3.57K -18 -2%
BRWA
399
B. Riley Wealth Advisors
Florida
$211K -$37.7K -190 -15%
PNC
400
Park National Corp
Ohio
$209K +$213K +1,076 New