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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$216K -$88.9K -518 -29%
FB
277
Fulton Bank
Pennsylvania
$215K +$213K +1,240 New
AI
278
Atria Investments
North Carolina
$215K +$212K +1,236 New
CL
279
Choreo LLC
Illinois
$213K +$7.55K +44 +4%
PA
280
Parallel Advisors
California
$211K -$687 -4 -0.3%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$209K -$1.2K -7 -0.6%
GT
282
Glenmede Trust
Pennsylvania
$209K +$206K +1,201 New
PWA
283
Provenance Wealth Advisors
Florida
$208K
Two Sigma Advisers
284
Two Sigma Advisers
New York
$208K +$206K +1,200 New
KPWS
285
Kestra Private Wealth Services
Texas
$208K -$61.3K -357 -23%
SPIA
286
Steward Partners Investment Advisory
New York
$206K -$7.9K -46 -4%
CI
287
Capital International
California
$204K -$123K -719 -38%
SAM
288
Smartleaf Asset Management
Massachusetts
$200K +$26.3K +153 +15%
TFA
289
Transamerica Financial Advisors
Florida
$199K +$188K +1,097 +2,385%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$180K +$8.07K +47 +5%
GRP
291
Global Retirement Partners
California
$178K +$54.6K +318 +45%
BTI
292
Blue Trust Inc
Georgia
$175K +$28.2K +164 +19%
CT
293
Colonial Trust
South Carolina
$173K
VWM
294
Venturi Wealth Management
Texas
$164K
HIA
295
Harbor Investment Advisory
Maryland
$154K +$152K +888 New
AssetMark Inc
296
AssetMark Inc
California
$152K +$8.93K +52 +6%
MFG
297
Mendota Financial Group
Wisconsin
$146K +$14.8K +86 +11%
SIA
298
Sit Investment Associates
Minnesota
$135K
Barclays
299
Barclays
United Kingdom
$130K -$95.8K -558 -43%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$127K +$1.54K +9 +1%