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Name Holding Trade Value Shares
Change
Change in
Stake
BF
176
BOK Financial
Oklahoma
$667K -$116K -3,288 -15%
Truist Financial
177
Truist Financial
North Carolina
$661K – – –
LPL Financial
178
LPL Financial
California
$612K -$85.6K -2,430 -12%
SPC
179
Salient Private Client
Texas
$573K +$568K +16,146 New
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555K +$147K +4,185 +37%
GT
181
Glenmede Trust
Pennsylvania
$516K -$907K -25,755 -64%
TWMP
182
Taylor Wealth Management Partners
Massachusetts
$514K +$134K +3,800 +36%
Bessemer Group
183
Bessemer Group
New Jersey
$509K – – –
MMG
184
Monetary Management Group
Missouri
$504K – – –
GCP
185
GSA Capital Partners
United Kingdom
$504K +$500K +14,199 New
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$491K -$21.6K -613 -4%
LW
187
Linscomb Wealth
Texas
$481K -$17.2K -489 -3%
AWM
188
Avior Wealth Management
Nebraska
$480K +$451K +12,797 +1,725%
ASN
189
Advisory Services Network
Georgia
$479K +$142K +4,034 +43%
GCC
190
Guardian Capital (Canada)
Ontario, Canada
$476K -$4.93K -140 -1%
FBC
191
Fairfield, Bush & Co
Connecticut
$470K -$117K -3,325 -20%
BWP
192
Baldwin Wealth Partners
Massachusetts
$454K – – –
WEC
193
Winslow Evans & Crocker
Massachusetts
$453K – – –
MC
194
Moors & Cabot
Massachusetts
$453K +$21.7K +616 +5%
V
195
Veritable
Delaware
$445K -$634 -18 -0.1%
Comerica Bank
196
Comerica Bank
Texas
$436K -$51.9K -1,473 -12%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$436K – – –
JFGLC
198
Johnson Financial Group LLC (Colorado)
Colorado
$436K +$89.7K +2,549 +26%
MFW
199
Mosaic Family Wealth
Missouri
$434K -$115K -3,260 -21%
SWM
200
Segment Wealth Management
Texas
$431K – – –