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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
176
Stokes Family Office
Louisiana
$297K +$289K +10,730 New
FFP
177
FourThought Financial Partners
Florida
$297K +$289K +10,716 New
VT
178
Vise Technologies
New York
$297K -$38.1K -1,414 -12%
DWT
179
Dorsey & Whitney Trust
South Dakota
$295K -$50.6K -1,880 -15%
HNB
180
Huntington National Bank
Ohio
$288K -$996 -37 -0.4%
B
181
Bailard
California
$282K -$125K -4,656 -31%
WT
182
Whittier Trust
California
$277K -$18.8K -700 -7%
PGFC
183
Peapack-Gladstone Financial Corp
New Jersey
$274K +$10.6K +394 +4%
Franklin Resources
184
Franklin Resources
California
$273K +$12.6K +468 +5%
1WA
185
180 Wealth Advisors
Washington
$272K +$249K +9,243 New
AR
186
Advisory Research
Illinois
$269K +$15.6K +578 +6%
KPWS
187
Kestra Private Wealth Services
Texas
$267K +$259K +9,614 New
ECM
188
Evergreen Capital Management
Washington
$263K -$18.3K -681 -7%
PSP
189
Principal Street Partners
Tennessee
$262K +$255K +9,459 New
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$259K +$13K +484 +5%
BPA
191
Beacon Pointe Advisors
California
$258K +$250K +9,298 New
MCM
192
MAI Capital Management
Ohio
$257K +$250K +9,268 New
Tudor Investment Corp
193
Tudor Investment Corp
Connecticut
$255K -$447K -16,610 -64%
PCS
194
Personal CFO Solutions
New Jersey
$251K -$5.04K -187 -2%
RPA
195
Rock Point Advisors
Vermont
$248K -$10.8K -400 -4%
WA
196
Wealth Alliance
New York
$243K +$236K +8,770 New
MIM
197
Martin Investment Management
Florida
$240K
LA
198
LVW Advisors
New York
$240K +$6.03K +224 +3%
Charles Schwab
199
Charles Schwab
California
$235K +$228K +8,484 New
GT
200
Glenmede Trust
Pennsylvania
$231K +$225K +8,349 New