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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Cape Investment Advisory
Georgia
$688K -$23.2K -273 -3%
Aberdeen Group
252
Aberdeen Group
United Kingdom
$680K
OL
253
Optas LLC
Texas
$678K +$20.8K +245 +3%
NS
254
NBC Securities
Alabama
$675K -$22.4K -263 -3%
CBU
255
CIBC Bancorp USA
Illinois
$675K -$44.6K -524 -6%
IMC Chicago
256
IMC Chicago
Illinois
$664K +$682K +8,018 New
WANY
257
Wealthspire Advisors (New York)
New York
$656K +$673K +7,911 New
FA
258
FDx Advisors
Illinois
$654K +$438K +5,146 +188%
KMWM
259
Keudell/Morrison Wealth Management
Oregon
$654K +$34.3K +403 +5%
QPW
260
Quantum Private Wealth
Florida
$652K
FFA
261
Farther Finance Advisors
California
$651K +$33.3K +392 +5%
BP
262
Ballentine Partners
Massachusetts
$651K +$17.3K +203 +3%
William Blair & Company
263
William Blair & Company
Illinois
$647K +$37.8K +445 +6%
BTI
264
Blue Trust Inc
Georgia
$646K -$14K -165 -2%
MFG
265
Merit Financial Group
Georgia
$643K +$30.1K +354 +5%
NA
266
NewEdge Advisors
Louisiana
$638K +$84K +988 +15%
SAI
267
Savvy Advisors Inc
New York
$626K +$85.3K +1,003 +15%
PA
268
Profund Advisors
Maryland
$626K -$18.5K -218 -3%
GCC
269
Guardian Capital (Canada)
Ontario, Canada
$622K +$71.5K +841 +13%
PT
270
Plimoth Trust
Massachusetts
$613K -$111K -1,303 -15%
FFL
271
Future Fund LLC
Illinois
$613K +$7.99K +94 +1%
LFAS
272
Level Four Advisory Services
Texas
$611K +$66.8K +786 +12%
JSAM
273
J. Safra Asset Management
New York
$602K +$44.1K +519 +8%
FCB
274
First County Bank
Connecticut
$600K -$26.8K -315 -4%
PAG
275
Private Advisor Group
New Jersey
$594K -$609K -7,157 -50%