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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$265K +$26.3K +1,812 +11%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$264K -$32.6K -2,247 -11%
CCM
178
Cullen Capital Management
New York
$261K
LC
179
Lindbrook Capital
California
$254K -$1.42K -98 -0.5%
CAGAS
180
Capital Advisory Group Advisory Services
Minnesota
$252K +$8.15K +561 +3%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$247K +$33.6K +2,313 +15%
CAM
182
Cresset Asset Management
Illinois
$246K -$180K -12,360 -41%
VWM
183
Venturi Wealth Management
Texas
$246K +$22.1K +1,524 +9%
ECM
184
Evergreen Capital Management
Washington
$243K +$18.2K +1,251 +8%
SIA
185
Schechter Investment Advisors
Michigan
$242K +$252K +17,375 New
EGM
186
Engineers Gate Manager
New York
$241K +$92.1K +6,341 +58%
KWA
187
KCS Wealth Advisory
California
$236K
LSAG
188
Lake Street Advisors Group
New Hampshire
$234K -$1.79K -123 -0.7%
LA
189
LVW Advisors
New York
$232K -$18.3K -1,261 -7%
BPA
190
Beacon Pointe Advisors
California
$232K +$242K +16,676 New
SRC
191
Sage Rhino Capital
California
$230K +$11.4K +785 +5%
XT
192
XTX Topco
Cayman Islands
$227K -$30.6K -2,104 -11%
BF
193
BOK Financial
Oklahoma
$227K +$237K +16,324 New
EWA
194
EP Wealth Advisors
California
$226K +$145 +10 +0.1%
YIA
195
YHB Investment Advisors
Connecticut
$222K
SA
196
Shilanski & Associates
Alaska
$209K +$12.7K +877 +6%
Creative Planning
197
Creative Planning
Kansas
$207K -$1.43M -98,500 -87%
CCA
198
Cottonwood Capital Advisors
Utah
$201K +$210K +14,468 New
CAN
199
Cetera Advisor Networks
California
$200K -$39.6K -2,728 -16%
KOCAA
200
Knights of Columbus Asset Advisors
Connecticut
$199K +$2.25K +155 +1%