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Name Holding Trade Value Shares
Change
Change in
Stake
IC
201
Inscription Capital
Texas
$205K +$4.48K +248 +2%
Sumitomo Mitsui Trust Group
202
Sumitomo Mitsui Trust Group
Japan
$205K +$235K +13,000 New
FCH
203
Freestone Capital Holdings
Washington
$199K -$27.5K -1,522 -11%
AIP
204
Ameritas Investment Partners
Nebraska
$196K +$225K +12,469 New
APA
205
American Portfolios Advisors
New York
$183K +$61.2K +3,390 +41%
SWP
206
Stratos Wealth Partners
Ohio
$180K +$207K +11,462 New
WEC
207
Winslow Evans & Crocker
Massachusetts
$173K -$10.6K -585 -5%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$173K -$10.5K -580 -5%
BF
209
BOK Financial
Oklahoma
$172K -$17.6K -975 -8%
IAA
210
Independent Advisor Alliance
North Carolina
$169K
CA
211
Cullinan Associates
Kentucky
$167K +$191K +10,600 New
SGCA
212
Steel Grove Capital Advisors
Tennessee
$163K -$111K -6,144 -37%
SIM
213
Sonora Investment Management
Arizona
$159K
RSWM
214
Robertson Stephens Wealth Management
California
$157K
MMG
215
Monetary Management Group
Missouri
$156K
S
216
SignatureFD
Georgia
$120K +$10.8K +600 +9%
BC
217
Barnett & Company
Tennessee
$119K -$17.3K -960 -11%
IA
218
IFP Advisors
Florida
$114K -$2.29K -127 -2%
BBHC
219
Brown Brothers Harriman & Co
New York
$112K
LF
220
Lee Financial
Texas
$106K -$9.71K -538 -7%
CPA
221
Cowen Prime Advisors
New York
$89K
GWM
222
Geneos Wealth Management
Colorado
$86K
SIA
223
SeaBridge Investment Advisors
New Jersey
$79K +$18.1K +1,000 +25%
C
224
Cerebellum
California
$61K +$69.6K +3,853 New
RCA
225
Ranch Capital Advisors
Florida
$60K -$6.93K -384 -9%