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Name Holding Trade Value Shares
Change
Change in
Stake
BP
151
Ballentine Partners
Massachusetts
$761K +$42.4K +2,498 +6%
FFM
152
Forum Financial Management
Illinois
$734K
SFA
153
Sequoia Financial Advisors
Ohio
$729K +$29K +1,708 +4%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$719K -$55.7K -3,283 -7%
HW
155
Hancock Whitney
Mississippi
$716K -$23.3K -1,370 -3%
AWM
156
Apollon Wealth Management
South Carolina
$710K +$387K +22,807 +123%
CP
157
Camelot Portfolios
Ohio
$705K +$281K +16,570 +67%
YIH
158
Y-Intercept (HK)
Hong Kong
$689K -$208K -12,267 -23%
DWT
159
Dorsey & Whitney Trust
South Dakota
$681K +$1.02K +60 +0.2%
NW
160
NewEdge Wealth
Pennsylvania
$681K -$30.5K -1,799 -4%
ISB
161
Iowa State Bank
Iowa
$679K
GT
162
Greenleaf Trust
Michigan
$665K
BSW
163
Buckingham Strategic Wealth
Missouri
$657K +$3.55K +209 +0.5%
CL
164
Choreo LLC
Illinois
$655K +$635K +37,397 New
AI
165
AdvisorShares Investments
Maryland
$642K -$14.9K -878 -2%
AFG
166
Atomi Financial Group
New York
$634K +$216K +12,697 +52%
ZB
167
Zions Bancorporation
Utah
$632K -$86.8K -5,111 -12%
ECM
168
Evergreen Capital Management
Washington
$621K +$19.7K +1,161 +3%
QCG
169
Quadrant Capital Group
Ohio
$617K +$41.5K +2,442 +7%
KAS
170
Kestra Advisory Services
Texas
$616K -$24.4K -1,437 -4%
DWM
171
Diversify Wealth Management
Utah
$612K +$623K +36,695 New
MYIA
172
Mount Yale Investment Advisors
Colorado
$606K -$10.8K -638 -2%
HNB
173
Huntington National Bank
Ohio
$591K -$12.6K -743 -2%
AssetMark Inc
174
AssetMark Inc
California
$588K +$49K +2,888 +9%
B
175
Bailard
California
$587K +$7.57K +446 +1%