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Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$496K -$62.7K -2,092 -12%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$489K -$53.1K -1,770 -11%
LWAM
153
Legacy Wealth Asset Management
Minnesota
$482K -$16.2K -539 -4%
VT
154
Vise Technologies
New York
$479K +$122K +4,052 +38%
KAS
155
Kestra Advisory Services
Texas
$473K -$564K -18,815 -56%
FOA
156
Five Oceans Advisors
California
$471K
GI
157
Gradient Investments
Minnesota
$470K +$18.7K +622 +4%
ANTB
158
AMG National Trust Bank
Colorado
$468K -$4.56K -152 -1%
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$466K +$10.8K +359 +3%
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$462K -$95.7K -3,191 -18%
Charles Schwab
161
Charles Schwab
California
$453K +$165K +5,495 +65%
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444K -$159K -5,309 -28%
CCA
163
Checchi Capital Advisers
California
$427K -$1.14K -38 -0.3%
William Blair & Company
164
William Blair & Company
Illinois
$422K +$12.2K +407 +3%
AR
165
Advisory Research
Illinois
$420K +$96.9K +3,230 +33%
VWM
166
Venturi Wealth Management
Texas
$418K +$27.8K +926 +8%
CGL
167
Clarius Group LLC
Washington
$415K +$37.9K +1,262 +11%
SFO
168
Stokes Family Office
Louisiana
$405K +$52.3K +1,744 +16%
Franklin Resources
169
Franklin Resources
California
$402K +$76.8K +2,561 +26%
GT
170
Greenleaf Trust
Michigan
$395K +$20.2K +672 +6%
GCM
171
Gallacher Capital Management
Colorado
$391K +$34.9K +1,162 +11%
V
172
Veritable
Delaware
$390K +$7.74K +258 +2%
AG
173
Ascent Group
Virginia
$385K +$32.9K +1,096 +10%
CSS
174
Cubist Systematic Strategies
Connecticut
$377K -$689K -22,976 -66%
CA
175
Clearstead Advisors
Ohio
$375K