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Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
476
Left Brain Wealth Management
Illinois
$228K -$101K -1,000 -32%
IFP Advisors
477
IFP Advisors
Florida
$227K -$175K -1,728 -45%
MC
478
Moors & Cabot
Massachusetts
$227K +$212K +2,088 New
4WM
479
49 Wealth Management
Texas
$225K – – –
MAI Capital Management
480
MAI Capital Management
Ohio
$224K +$19.6K +193 +10%
Coldstream Capital Management
481
Coldstream Capital Management
Washington
$220K +$206K +2,032 New
EFG
482
Everhart Financial Group
Ohio
$218K +$204K +2,012 New
CI
483
Corient IA
Florida
$217K – – –
JSC
484
Jackson Square Capital
California
$217K – – –
Moneta Group Investment Advisors
485
Moneta Group Investment Advisors
Missouri
$215K -$11K -108 -5%
PAS
486
PKS Advisory Services
New York
$215K +$201K +1,985 New
GM
487
GeoWealth Management
Illinois
$211K +$197K +1,944 New
DnB Asset Management
488
DnB Asset Management
Norway
$209K +$195K +1,922 New
Commerce Bank
489
Commerce Bank
Missouri
$208K +$195K +1,920 New
Parallel Advisors
490
Parallel Advisors
California
$206K +$30.5K +301 +19%
VCM
491
Virtue Capital Management
Tennessee
$205K +$192K +1,890 New
Global Retirement Partners
492
Global Retirement Partners
California
$204K +$123K +1,215 +182%
GSIAS
493
Garden State Investment Advisory Services
New Jersey
$203K -$304 -3 -0.2%
M1FG
494
Mach-1 Financial Group
Arkansas
$202K +$189K +1,866 New
EW
495
Evoke Wealth
California
$202K -$32.6K -321 -15%
BNP Paribas Asset Management
496
BNP Paribas Asset Management
France
$191K +$53.6K +528 +43%
Cullen/Frost Bankers
497
Cullen/Frost Bankers
Texas
$188K +$20.5K +202 +13%
Smartleaf Asset Management
498
Smartleaf Asset Management
Massachusetts
$171K +$81.1K +799 +107%
NRG
499
Nemes Rush Group
Michigan
$169K -$203 -2 -0.1%
Compagnie Lombard Odier SCmA
500
Compagnie Lombard Odier SCmA
Switzerland
$163K -$10.1K -100 -6%