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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
151
Corient Capital Partners
California
$398K -$96.6K -6,648 -19%
Cerity Partners
152
Cerity Partners
New York
$392K +$408K +28,065 New
Mariner
153
Mariner
Kansas
$389K +$144K +9,895 +55%
TC
154
TownSquare Capital
Utah
$384K +$132K +9,066 +49%
IB
155
Intrust Bank
Kansas
$375K +$98.9K +6,808 +34%
AAM
156
Advisors Asset Management
Colorado
$372K +$72.1K +4,964 +23%
DWT
157
Dorsey & Whitney Trust
South Dakota
$364K +$20.1K +1,381 +6%
RJT
158
Raymond James Trust
Florida
$363K +$40.5K +2,787 +12%
IFG
159
Independent Financial Group
California
$357K +$6.46K +445 +2%
FCI
160
Financial Counselors Inc
Kansas
$355K +$7.22K +497 +2%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$347K +$8.99K +619 +3%
PAS
162
Park Avenue Securities
New York
$347K +$51.2K +3,528 +17%
AWM
163
Altium Wealth Management
New York
$344K +$12.4K +854 +4%
NW
164
NewEdge Wealth
Pennsylvania
$312K +$82.9K +5,707 +34%
JWM
165
Jeppson Wealth Management
California
$304K -$2.9K -200 -0.9%
WI
166
WrapManager Inc
California
$299K -$20.9K -1,438 -6%
BWP
167
Baldwin Wealth Partners
Massachusetts
$289K -$46.9K -3,232 -13%
P
168
Palladiem
Pennsylvania
$289K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$289K +$17.5K +1,206 +6%
CGL
170
Clarius Group LLC
Washington
$289K +$108K +7,457 +56%
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$282K -$12.2K -841 -4%
PCS
172
Personal CFO Solutions
New Jersey
$272K -$8.37K -576 -3%
WFI
173
West Family Investments
California
$272K
CW
174
Connectus Wealth
Ohio
$271K +$283K +19,491 New
KPWS
175
Kestra Private Wealth Services
Texas
$268K -$5.88K -405 -2%