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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
751
GDS Wealth Management
Texas
$398K -$62.8K -1,009 -14%
OTL
752
Oak Thistle LLC
New York
$397K +$393K +6,309 New
UF
753
Univest Financial
Pennsylvania
$396K +$63K +1,012 +19%
QPWM
754
Quadrant Private Wealth Management
Pennsylvania
$395K -$5.98K -96 -2%
GRP
755
Global Retirement Partners
California
$392K +$24.3K +390 +6%
CGL
756
Clarius Group LLC
Washington
$390K -$153K -2,464 -28%
XT
757
XTX Topco
Cayman Islands
$384K +$380K +6,108 New
PIA
758
Pinion Investment Advisors
Kansas
$383K -$10.7K -171 -3%
BL
759
Balentine LLC
Georgia
$383K +$11.6K +186 +3%
VCA
760
Verdence Capital Advisors
Maryland
$383K -$137K -2,202 -27%
ECM
761
Evergreen Capital Management
Washington
$383K +$62.3K +1,001 +20%
LIM
762
Leavell Investment Management
Alabama
$381K -$15.6K -250 -4%
BPC
763
Banque Pictet & Cie
Switzerland
$379K +$33.1K +531 +10%
CCA
764
Checchi Capital Advisers
California
$379K +$47.9K +769 +15%
AIM
765
Anchor Investment Management
South Carolina
$379K -$21.7K -349 -5%
IP
766
Ignite Planners
California
$378K +$41.2K +662 +12%
TC
767
Telemus Capital
Michigan
$377K -$11.2K -180 -3%
BBHC
768
Brown Brothers Harriman & Co
New York
$377K +$117K +1,886 +46%
SP
769
Symmetry Partners
Connecticut
$377K
RIA
770
Richwood Investment Advisors
Ohio
$377K -$1.56K -25 -0.4%
ONST
771
Old North State Trust
North Carolina
$374K -$11.5K -185 -3%
MA
772
Mutual Advisors
Nebraska
$372K -$5.17K -83 -1%
UCB
773
United Community Bank
South Carolina
$372K +$224K +3,594 +155%
BEI
774
Benjamin Edwards Inc
Missouri
$372K -$19K -305 -5%
BCM
775
Bayesian Capital Management
New York
$371K -$1.15M -18,400 -76%