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Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Greenleaf Trust
Michigan
$318K +$306K +13,639 New
SCA
152
Snowden Capital Advisors
New York
$309K +$17K +757 +6%
MC
153
Moors & Cabot
Massachusetts
$308K -$4.22K -188 -1%
EI
154
Ellevest Inc
New York
$297K +$286K +12,754 New
FWI
155
Facet Wealth Inc
Maryland
$297K -$45 -2 -0%
PI
156
PEAK6 Investments
Illinois
$297K -$300K -13,335 -51%
AWM
157
Apollon Wealth Management
South Carolina
$297K -$13.5K -599 -4%
DCM
158
DGS Capital Management
New Jersey
$289K -$10.2K -453 -4%
Franklin Resources
159
Franklin Resources
California
$287K -$12.3K -549 -4%
DWT
160
Dorsey & Whitney Trust
South Dakota
$287K -$6.54K -291 -2%
IB
161
Intrust Bank
Kansas
$286K +$276K +12,287 New
WA
162
Waverly Advisors
Alabama
$282K +$272K +12,096 New
KP
163
Kitching Partners
Pennsylvania
$272K -$22 -1 -0%
SGA
164
Strategic Global Advisors
California
$269K -$126K -5,627 -48%
ACA
165
Atlas Capital Advisors
Wyoming
$268K +$258K +11,478 New
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$266K -$100K -4,469 -28%
CTC
167
Cetera Trust Company
Minnesota
$266K -$247 -11 -0.1%
FAFN
168
First Affirmative Financial Network
Colorado
$260K -$7.46K -332 -3%
IA
169
IFP Advisors
Florida
$259K -$539 -24 -0.2%
BCI
170
Brinker Capital Investments
Pennsylvania
$251K +$242K +10,770 New
OPS
171
Orion Portfolio Solutions
Nebraska
$251K +$242K +10,770 New
DS
172
DRW Securities
Illinois
$250K -$406K -18,092 -63%
FFM
173
Forum Financial Management
Illinois
$250K +$241K +10,723 New
BPA
174
Beacon Pointe Advisors
California
$250K -$34.5K -1,534 -13%
NAS
175
Nicolet Advisory Services
Wisconsin
$246K +$226K +10,048 New