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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$178K -$1.95K -174 -1%
NA
202
NewEdge Advisors
Louisiana
$177K +$165K +14,734 +14,445%
CA
203
Claro Advisors
Massachusetts
$177K -$12.2K -1,090 -7%
PS
204
Principal Securities
Iowa
$174K
FAFN
205
First Affirmative Financial Network
Colorado
$172K +$22.6K +2,020 +16%
PWG
206
Portside Wealth Group
Utah
$170K +$160K +14,301 New
WA
207
Waverly Advisors
Alabama
$168K +$14.1K +1,256 +10%
LC
208
Lindbrook Capital
California
$162K +$2.39K +213 +2%
GI
209
GAMMA Investing
California
$158K +$19.7K +1,761 +15%
AWM
210
Aprio Wealth Management
Georgia
$158K +$148K +13,232 New
PWM
211
Perigon Wealth Management
California
$157K +$12.4K +1,108 +9%
SIA
212
Schechter Investment Advisors
Michigan
$154K -$4.01K -358 -3%
State Street
213
State Street
Massachusetts
$153K
HR
214
Hardy Reed
Mississippi
$152K +$143K +12,731 New
AP
215
Adero Partners
California
$152K +$11K +985 +8%
FOA
216
Five Oceans Advisors
California
$151K
SC
217
Shay Capital
New York
$151K +$142K +12,635 New
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$150K +$141K +12,558 New
PA
219
Parallel Advisors
California
$150K +$7.75K +691 +6%
CCA
220
Checchi Capital Advisers
California
$150K +$9.34K +833 +7%
OL
221
Optas LLC
Texas
$149K +$6.8K +607 +5%
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$148K +$15.8K +1,411 +13%
KWM
223
Kingsview Wealth Management
Oregon
$142K +$6.12K +546 +5%
GT
224
Greenleaf Trust
Michigan
$142K
EGM
225
Engineers Gate Manager
New York
$139K -$608K -54,263 -82%