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Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$547K -$11.7K -457 -2%
CI
127
Corient IA
Florida
$545K
BP
128
Ballentine Partners
Massachusetts
$526K -$14.4K -563 -3%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$524K +$95.9K +3,735 +23%
GCM
130
Gallacher Capital Management
Colorado
$517K +$58K +2,259 +13%
IC
131
IEQ Capital
California
$510K +$497K +19,385 New
BWG
132
Boomfish Wealth Group
Georgia
$502K
SFA
133
Sequoia Financial Advisors
Ohio
$492K +$194K +7,543 +68%
SCM
134
SOL Capital Management
Maryland
$487K
RWM
135
Ritholtz Wealth Management
New York
$478K
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$468K -$26 -1 -0%
ECM
137
Evergreen Capital Management
Washington
$463K +$118K +4,596 +35%
CL
138
Choreo LLC
Illinois
$446K +$49.3K +1,920 +13%
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$424K
HWM
140
HB Wealth Management
Georgia
$420K +$78.1K +3,043 +24%
IB
141
Intrust Bank
Kansas
$408K +$4.72K +184 +1%
TSW
142
Thompson Siegel & Walmsley
Virginia
$405K -$28.7M -1,116,842 -99%
M&T Bank
143
M&T Bank
New York
$402K +$12.2K +474 +3%
VT
144
Vise Technologies
New York
$402K -$25.8K -1,004 -6%
CCM
145
Coldstream Capital Management
Washington
$401K +$391K +15,250 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$399K +$47.1K +1,837 +14%
LCGC
147
Legacy Capital Group California
California
$398K +$103 +4 +0%
UWS
148
Unique Wealth Strategies
Illinois
$390K +$381K +14,843 New
AC
149
AlphaCore Capital
California
$388K +$333K +12,961 +727%
HIC
150
Holderness Investments Company
North Carolina
$382K -$67.2K -2,620 -15%