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Name Holding Trade Value Shares
Change
Change in
Stake
GT
251
Greenleaf Trust
Michigan
$51.4K +$611 +151 +1%
AAM
252
Auxier Asset Management
Oregon
$51.3K
VCA
253
Verdence Capital Advisors
Maryland
$51K +$2.36K +584 +5%
IAS
254
Insigneo Advisory Services
Florida
$50.3K
PNC
255
Park National Corp
Ohio
$50.2K -$19.5K -4,816 -30%
IFG
256
Independent Financial Group
California
$50K -$405 -100 -0.9%
Geode Capital Management
257
Geode Capital Management
Massachusetts
$49K
WPW
258
Waldron Private Wealth
Pennsylvania
$47.1K +$43.7K +10,787 New
SCA
259
Snowden Capital Advisors
New York
$46.5K -$9.77K -2,414 -18%
AWA
260
Arkadios Wealth Advisors
Georgia
$46.2K
SIA
261
Sage Investment Advisers
New York
$46.1K +$42.7K +10,558 New
X
262
Xponance
Pennsylvania
$46K +$42.6K +10,527 New
PI
263
PEAK6 Investments
Illinois
$45.5K +$42.1K +10,404 New
JWM
264
JGP Wealth Management
Oregon
$44.5K +$41.2K +10,193 New
TCM
265
Tieton Capital Management
Washington
$44K
GIP
266
Greatmark Investment Partners
Georgia
$43.8K +$40.6K +10,026 New
OGF
267
Orin Green Financial
California
$43.7K
PHS
268
Pekin Hardy Strauss
Illinois
$43.7K
IP
269
Ignite Planners
California
$43.7K
HIS
270
Harvest Investment Services
Illinois
$43.7K +$40.5K +10,000 New
HT
271
Headlands Technologies
Illinois
$42.8K -$342K -84,498 -90%
SPIA
272
Steward Partners Investment Advisory
New York
$42K +$14.3K +3,533 +58%
EDRH
273
Edmond de Rothschild Holding
Switzerland
$42K
CH
274
Cromwell Holdings
Wyoming
$40.5K
GM
275
GeoWealth Management
Illinois
$38.4K -$25.8K -6,374 -42%