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Name Holding Trade Value Shares
Change
Change in
Stake
AT
426
American Trust
Kentucky
$259K +$251K +490 New
PCIA
427
Prime Capital Investment Advisors
Kansas
$259K +$251K +490 New
V
428
Veritable
Delaware
$250K -$53.8K -105 -18%
Assenagon Asset Management
429
Assenagon Asset Management
Luxembourg
$250K +$10.2K +20 +4%
GCM
430
Graham Capital Management
Connecticut
$248K +$240K +469 New
FFA
431
First Foundation Advisors
California
$243K – – –
TAM
432
Tealwood Asset Management
Minnesota
$240K – – –
NFSG
433
Newbridge Financial Services Group
Florida
$239K -$20K -39 -8%
AF
434
Allworth Financial
California
$239K +$10.2K +20 +5%
CCM
435
Coldstream Capital Management
Washington
$239K +$231K +451 New
EN1L
436
Engine No 1 LLC
California
$239K +$231K +452 New
CI
437
Cigna Investments
Connecticut
$238K – – –
GWM
438
Geneos Wealth Management
Colorado
$237K -$973K -1,900 -81%
PCM
439
Penserra Capital Management
California
$233K -$5.12K -10 -2%
IAA
440
Independent Advisor Alliance
North Carolina
$232K +$224K +438 New
PLFAM
441
Pineno Levin & Ford Asset Management
Virginia
$230K – – –
TCWM
442
Total Clarity Wealth Management
Illinois
$230K +$10.2K +20 +5%
MC
443
Moors & Cabot
Massachusetts
$227K -$24.1K -47 -10%
CWP
444
Capital Wealth Planning
Florida
$226K +$218K +426 New
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
MSFS
446
Main Street Financial Solutions
Pennsylvania
$221K +$214K +417 New
IAN
447
Integrated Advisors Network
Texas
$220K +$212K +415 New
LWM
448
Laidlaw Wealth Management
New York
$219K +$212K +414 New
CAPTRUST Financial Advisors
449
CAPTRUST Financial Advisors
North Carolina
$218K +$25.1K +49 +14%
KNW
450
Kesler Norman & Wride
Utah
$214K +$207K +404 New