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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
151
Dorsey & Whitney Trust
South Dakota
$298K +$13.4K +423 +4%
SAM
152
Smartleaf Asset Management
Massachusetts
$291K +$24.1K +758 +8%
P
153
Palladiem
Pennsylvania
$277K
ACA
154
Atlas Capital Advisors
Wyoming
$277K +$262K +8,259 +853%
RFC
155
Regions Financial Corp
Alabama
$272K +$288K +9,081 New
UCFA
156
United Capital Financial Advisors
Texas
$272K +$14.5K +457 +5%
GI
157
GAMMA Investing
California
$266K +$68.5K +2,159 +32%
MFS
158
Mattson Financial Services
Michigan
$265K +$280K +8,827 New
KeyBank National Association
159
KeyBank National Association
Ohio
$257K +$271K +8,555 New
MYIA
160
Mount Yale Investment Advisors
Colorado
$254K +$45.3K +1,428 +20%
Point72 Asset Management
161
Point72 Asset Management
Connecticut
$251K +$266K +8,386 New
BFA
162
Brown Financial Advisors
Ohio
$250K +$264K +8,322 New
X
163
Xponance
Pennsylvania
$246K +$261K +8,213 New
DOA
164
D'Orazio & Associates
Virginia
$243K +$25K +788 +11%
AWP
165
Abacus Wealth Partners
California
$239K
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$238K +$252K +7,932 New
VAS
167
Vestmark Advisory Solutions
Massachusetts
$238K +$251K +7,922 New
SRC
168
Sage Rhino Capital
California
$234K -$2.1K -66 -0.8%
WA
169
Wealth Alliance
New York
$234K +$247K +7,786 New
CCM
170
Coldstream Capital Management
Washington
$233K +$246K +7,765 New
BA
171
Bridgewater Advisors
New York
$217K +$181K +5,714 New
FMI
172
Frec Markets Inc
California
$216K +$229K +7,219 New
PWG
173
Portside Wealth Group
Utah
$214K +$227K +7,139 New
BP
174
Ballentine Partners
Massachusetts
$211K -$6.89K -217 -3%
EL
175
EWA LLC
Pennsylvania
$209K