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Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
201
M&T Bank
New York
$136K -$641 -136 -0.5%
BP
202
Ballentine Partners
Massachusetts
$136K +$7.19K +1,525 +6%
PL
203
Plancorp LLC
Missouri
$133K +$28.4K +6,016 +28%
BAM
204
Bellevue Asset Management
Washington
$133K
IWC
205
Integrated Wealth Concepts
Massachusetts
$131K +$52K +11,027 +70%
CICI
206
Capital Investment Counsel Inc
North Carolina
$131K -$21.9K -4,650 -15%
NA
207
NewEdge Advisors
Louisiana
$129K -$5.43K -1,152 -4%
DC
208
DeDora Capital
California
$126K
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$126K -$15.3K -3,235 -11%
IAIM
210
International Assets Investment Management
Florida
$126K -$13.1K -2,768 -10%
VFA
211
Valeo Financial Advisors
Indiana
$125K +$4.6K +975 +4%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$123K
SPP
213
Single Point Partners
Massachusetts
$122K -$444K -94,236 -79%
SIA
214
Schechter Investment Advisors
Michigan
$121K -$14.5K -3,084 -11%
CG
215
Caprock Group
Idaho
$117K +$54.3K +11,524 +93%
AssetMark Inc
216
AssetMark Inc
California
$116K +$14.3K +3,032 +15%
AIA
217
AIMZ Investment Advisors
California
$114K
AL
218
Aspiriant LLC
California
$113K -$3.91K -830 -3%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$112K +$3.53K +748 +3%
EGM
220
Engineers Gate Manager
New York
$111K +$107K +22,641 New
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$111K -$896 -190 -0.8%
RJT
222
Raymond James Trust
Florida
$110K +$5.16K +1,095 +5%
BG
223
Bahl & Gaynor
Ohio
$108K
SG
224
StoneX Group
New York
$106K +$102K +21,688 New
Nomura Holdings
225
Nomura Holdings
Japan
$105K +$101K +21,315 New