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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$754K -$22.9K -1,667 -3%
LWAM
152
Legacy Wealth Asset Management
Minnesota
$742K +$144K +10,454 +27%
VCA
153
Verdence Capital Advisors
Maryland
$733K +$670K +48,783 New
CP
154
Camelot Portfolios
Ohio
$731K +$259K +18,854 +63%
ISB
155
Iowa State Bank
Iowa
$729K
AAS
156
Avantax Advisory Services
Texas
$722K +$20.2K +1,474 +3%
SIA
157
Schechter Investment Advisors
Michigan
$708K +$429K +31,233 +197%
CIM
158
Confluence Investment Management
Missouri
$694K -$64.7K -4,713 -9%
HW
159
Hancock Whitney
Mississippi
$663K -$63K -4,587 -9%
QT
160
Quantbot Technologies
New York
$659K -$252K -18,328 -29%
FFM
161
Forum Financial Management
Illinois
$643K +$178K +12,931 +43%
TC
162
TownSquare Capital
Utah
$628K +$58.3K +4,244 +11%
FFA
163
Farther Finance Advisors
California
$619K +$507K +36,909 +860%
ZB
164
Zions Bancorporation
Utah
$610K +$533K +38,767 +2,131%
BP
165
Ballentine Partners
Massachusetts
$607K +$32.1K +2,335 +6%
NW
166
NewEdge Wealth
Pennsylvania
$607K -$90.6K -6,592 -14%
WWM
167
Whalen Wealth Management
Nevada
$607K +$555K +40,433 New
KOC
168
Koss-Olinger Consulting
Florida
$604K -$1.14M -82,763 -67%
DWT
169
Dorsey & Whitney Trust
South Dakota
$600K +$16.7K +1,218 +3%
Balyasny Asset Management
170
Balyasny Asset Management
Illinois
$599K -$187K -13,642 -26%
M&T Bank
171
M&T Bank
New York
$587K +$304K +22,102 +130%
AssetMark Inc
172
AssetMark Inc
California
$587K +$93.5K +6,808 +21%
GT
173
Greenleaf Trust
Michigan
$578K +$6.65K +484 +1%
AI
174
AdvisorShares Investments
Maryland
$572K +$523K +38,082 New
BSW
175
Buckingham Strategic Wealth
Missouri
$572K +$5.92K +431 +1%