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Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Bailard
California
$312K +$24.7K +191 +9%
MAG
302
MRA Advisory Group
New Jersey
$305K +$302K +2,336 New
MGWM
303
Marks Group Wealth Management
Minnesota
$301K -$236K -1,825 -44%
Barclays
304
Barclays
United Kingdom
$298K +$248K +1,920 +532%
HH
305
Hilltop Holdings
Texas
$297K +$63.8K +494 +28%
DHFB
306
Dixon Hubard Feinour & Brown
Virginia
$296K
SRC
307
Sage Rhino Capital
California
$295K -$28.1K -218 -9%
RG
308
Rikoon Group
New Mexico
$293K -$41.9K -325 -13%
DP
309
Dearborn Partners
Illinois
$290K +$287K +2,223 New
TI
310
Tidal Investments
Wisconsin
$277K
FT
311
Fiduciary Trust
Massachusetts
$276K -$1.68K -13 -0.6%
GVAG
312
Great Valley Advisor Group
Delaware
$273K +$10.7K +83 +4%
PSP
313
Principal Street Partners
Tennessee
$264K +$7.62K +59 +3%
ECM
314
Evergreen Capital Management
Washington
$256K -$21.6K -167 -8%
CBFP
315
Cedar Brook Financial Partners
Ohio
$255K -$19.5K -151 -7%
KAS
316
Kestra Advisory Services
Texas
$255K +$252K +1,953 New
HPC
317
HM Payson & Co
Maine
$253K -$4.13K -32 -2%
BP
318
Ballentine Partners
Massachusetts
$252K -$26.1K -202 -9%
NB
319
Northwest Bancshares
Pennsylvania
$250K -$129K -1,002 -34%
KIA
320
KCM Investment Advisors
California
$250K +$64.5K +500 +35%
CI
321
CX Institutional
Indiana
$248K
CIAS
322
Capital Investment Advisory Services
North Carolina
$246K +$243K +1,886 New
JFA
323
JNBA Financial Advisors
Minnesota
$244K
SPIA
324
Steward Partners Investment Advisory
New York
$243K -$39.8K -308 -14%
AWM
325
AE Wealth Management
Kansas
$242K +$12.1K +94 +5%