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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Park Avenue Securities
New York
$600K -$163K -2,488 -23%
AI
177
Atria Investments
North Carolina
$595K -$63K -964 -10%
DWM
178
Destination Wealth Management
California
$581K
TI
179
Truepoint Inc
Ohio
$552K
CCM
180
Coldstream Capital Management
Washington
$524K +$10.7K +164 +2%
SC
181
Schulhoff & Co
Ohio
$522K
SEC
182
Seven Eight Capital
New York
$513K +$473K +7,236 New
MAM
183
Morse Asset Management
Connecticut
$508K +$262 +4 +0.1%
MML Investors Services
184
MML Investors Services
Massachusetts
$508K +$19.4K +296 +4%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$499K +$4.45K +68 +1%
AIP
186
Ameritas Investment Partners
Nebraska
$491K
Vanguard Personalized Indexing Management
187
Vanguard Personalized Indexing Management
California
$491K +$63.3K +968 +16%
MYIA
188
Mount Yale Investment Advisors
Colorado
$483K -$1.83K -28 -0.4%
KNW
189
Kesler Norman & Wride
Utah
$469K +$432K +6,604 New
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$462K +$10.5K +160 +3%
CL
191
Choreo LLC
Illinois
$458K +$121K +1,848 +40%
CGH
192
Crossmark Global Holdings
Texas
$439K +$120K +1,832 +42%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$429K -$26.2K -400 -6%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$426K
OWP
195
Obermeyer Wealth Partners
Colorado
$417K
FFA
196
Farther Finance Advisors
California
$393K +$1.31K +20 +0.4%
SG Americas Securities
197
SG Americas Securities
New York
$386K -$4.9M -74,884 -93%
PPW
198
Parcion Private Wealth
Washington
$386K
TFO
199
Tarbox Family Office
California
$384K
WTB
200
Washington Trust Bank
Washington
$378K