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Name Holding Trade Value Shares
Change
Change in
Stake
CL
451
Choreo LLC
Illinois
$279K +$28K +876 +12%
CIA
452
Capital Investment Advisors
Georgia
$278K -$3.06K -96 -1%
LK
453
Lumbard & Kellner
New Hampshire
$277K
BP
454
Ballentine Partners
Massachusetts
$276K +$1.44K +45 +0.6%
BFM
455
Boothbay Fund Management
New York
$275K +$253K +7,943 New
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$274K -$2.2K -69 -0.9%
KAS
457
Kestra Advisory Services
Texas
$273K -$37K -1,159 -13%
SOW
458
State of Wyoming
Wyoming
$268K +$247K +7,742 New
SICM
459
Sustainable Insight Capital Management
New York
$267K +$246K +7,700 New
UCFA
460
United Capital Financial Advisors
Texas
$266K +$17.7K +555 +8%
PP
461
PDS Planning
Ohio
$262K +$2.39K +75 +1%
Aviva
462
Aviva
United Kingdom
$259K +$238K +7,474 New
I
463
INVST
Indiana
$257K +$1.95K +61 +0.8%
MYAM
464
Meiji Yasuda Asset Management
Japan
$257K -$13.7K -430 -5%
SMA
465
Sage Mountain Advisors
Georgia
$257K +$236K +7,404 New
MWM
466
Modern Wealth Management
Kansas
$255K +$511 +16 +0.2%
MC
467
Machina Capital
France
$253K -$293K -9,170 -56%
TC
468
TownSquare Capital
Utah
$245K +$226K +7,085 New
HWM
469
HB Wealth Management
Georgia
$245K +$226K +7,072 New
TCWM
470
Total Clarity Wealth Management
Illinois
$244K -$63.8K -2,000 -22%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$243K -$4.95K -155 -2%
SFP
472
Shepherd Financial Partners
Massachusetts
$243K
BPA
473
Beacon Pointe Advisors
California
$243K -$187K -5,864 -46%
WIA
474
Wetzel Investment Advisors
Indiana
$241K
LI
475
LVZ Inc
Michigan
$239K +$220K +6,897 New