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Name Holding Trade Value Shares
Change
Change in
Stake
JG
176
Jain Global
New York
$175K +$170K +17,212 New
PS
177
Principal Securities
Iowa
$174K +$21.7K +2,194 +15%
MFG
178
Merit Financial Group
Georgia
$174K +$169K +17,074 New
CCM
179
Coldstream Capital Management
Washington
$173K -$178 -18 -0.1%
IC
180
IEQ Capital
California
$168K +$7.79K +787 +5%
CGL
181
Clarius Group LLC
Washington
$162K -$10 -1 -0%
CA
182
Claro Advisors
Massachusetts
$162K -$3.73K -377 -2%
BRWA
183
B. Riley Wealth Advisors
Florida
$160K +$4.38K +442 +3%
CB
184
Commerce Bank
Missouri
$160K -$2.37K -239 -2%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$154K -$47.5K -4,803 -24%
TC
186
TownSquare Capital
Utah
$153K -$10.1K -1,024 -6%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$150K +$95.6K +9,662 +191%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$145K +$141K +14,217 New
LC
189
Lindbrook Capital
California
$136K +$7.82K +790 +6%
SIA
190
Schechter Investment Advisors
Michigan
$135K +$17K +1,717 +15%
WA
191
Waverly Advisors
Alabama
$130K +$127K +12,828 New
GRP
192
Global Retirement Partners
California
$130K -$63.3K -6,391 -33%
FOA
193
Five Oceans Advisors
California
$129K +$13.4K +1,358 +12%
State Street
194
State Street
Massachusetts
$127K
FAFN
195
First Affirmative Financial Network
Colorado
$126K +$5.52K +558 +5%
OFS
196
OneAscent Financial Services
Alabama
$124K +$9.16K +926 +8%
PWM
197
Perigon Wealth Management
California
$122K +$14K +1,411 +13%
OL
198
Optas LLC
Texas
$121K +$12.2K +1,228 +11%
PA
199
Parallel Advisors
California
$121K +$5.49K +555 +5%
GT
200
Greenleaf Trust
Michigan
$121K +$1.98K +200 +2%