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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
176
Kestra Private Wealth Services
Texas
$318K +$99K +3,623 +40%
JWBC
177
John W. Bristol & Co
New York
$317K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$315K +$117K +4,300 +53%
CAN
179
Cetera Advisor Networks
California
$311K +$337K +12,337 New
CL
180
Choreo LLC
Illinois
$310K
Marshall Wace
181
Marshall Wace
United Kingdom
$309K +$335K +12,259 New
FIM
182
Freedom Investment Management
Connecticut
$305K -$327K -11,978 -50%
RHBC
183
R.H. Bluestein & Co
Michigan
$305K
MFG
184
MidWestOne Financial Group
Iowa
$298K
BPA
185
Beacon Pointe Advisors
California
$293K +$116K +4,240 +57%
SCA
186
Snowden Capital Advisors
New York
$291K +$208K +7,600 +191%
WT
187
Whittier Trust
California
$289K -$35.3K -1,293 -10%
GAMC
188
Garner Asset Management Corp
Texas
$288K
AAM
189
Advisors Asset Management
Colorado
$286K -$123K -4,498 -28%
CIA
190
Cladis Investment Advisory
Montana
$285K
Baird Financial Group
191
Baird Financial Group
Wisconsin
$281K +$26.9K +984 +10%
Verition Fund Management
192
Verition Fund Management
Connecticut
$266K +$44K +1,609 +18%
PAS
193
Park Avenue Securities
New York
$262K +$35.9K +1,316 +14%
PFO
194
Pathstone Family Office
New Jersey
$254K -$1.26K -46 -0.5%
B
195
BetterWealth
California
$254K
EI
196
Ellevest Inc
New York
$254K +$137K +5,029 +100%
MPPW
197
Mitchell & Pahl Private Wealth
Oklahoma
$252K +$80.4K +2,945 +42%
CCA
198
Checchi Capital Advisers
California
$247K -$20.3K -744 -7%
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
$245K +$1.06K +39 +0.4%
VWM
200
Venturi Wealth Management
Texas
$239K +$13.3K +487 +5%