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Name Holding Trade Value Shares
Change
Change in
Stake
TP
326
Tranquility Partners
Tennessee
$238K +$11K +395 +5%
M&T Bank
327
M&T Bank
New York
$235K -$86.9K -3,116 -29%
PWM
328
Perigon Wealth Management
California
$229K +$4.49K +161 +2%
BWP
329
BSW Wealth Partners
Colorado
$228K +$210K +7,514 New
BSW
330
Buckingham Strategic Wealth
Missouri
$224K +$2.09K +75 +1%
FTDI
331
First Trust Direct Indexing
Massachusetts
$220K +$502 +18 +0.2%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$220K +$65.6K +2,351 +48%
IA
333
Integrity Advisory
Kansas
$210K +$192K +6,900 New
CL
334
CSS LLC
Illinois
$208K -$92K -3,300 -32%
FRM
335
Fox Run Management
Connecticut
$206K +$189K +6,789 New
CFG
336
Citizens Financial Group
Rhode Island
$206K +$190K +6,797 New
Franklin Resources
337
Franklin Resources
California
$203K +$186K +6,683 New
EWA
338
EP Wealth Advisors
California
$200K +$184K +6,601 New
US Bancorp
339
US Bancorp
Minnesota
$198K +$101K +3,611 +124%
EOJOAM
340
E. Ohman J:or Asset Management
Sweden
$170K
CM
341
Castleark Management
Illinois
$170K
SPIA
342
Steward Partners Investment Advisory
New York
$166K -$3.21K -115 -2%
AA
343
AlphaMark Advisors
Kentucky
$154K +$142K +5,080 New
PFS
344
Prospera Financial Services
Texas
$152K +$139K +5,000 New
BCV
345
Banque Cantonale Vaudoise
Switzerland
$149K
SWM
346
Spire Wealth Management
Virginia
$138K -$16.2K -580 -11%
AF
347
Allworth Financial
California
$130K +$28.3K +1,014 +31%
RMC
348
Resources Management Corp
Connecticut
$106K +$17.9K +640 +22%
S
349
SignatureFD
Georgia
$103K +$63.3K +2,271 +202%
IA
350
IndexIQ Advisors
New York
$100K +$1.84K +66 +2%