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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$300K -$1.7M -14,468 -86%
PHIC
327
Pine Haven Investment Counsel
Massachusetts
$296K -$7.39K -63 -3%
KCM
328
Kathmere Capital Management
Pennsylvania
$291K -$821 -7 -0.3%
GCM
329
Gallacher Capital Management
Colorado
$284K +$31.8K +271 +14%
LNC
330
Lincoln National Corp
Pennsylvania
$283K +$7.16K +61 +3%
PCH
331
PGIM Custom Harvest
New Jersey
$275K – – –
HT
332
Headlands Technologies
Illinois
$274K +$254K +2,165 New
DWM
333
Drive Wealth Management
Utah
$271K +$251K +2,142 New
VPI
334
Value Partners Investments
Manitoba, Canada
$270K -$8.09K -69 -3%
IWP
335
Icon Wealth Partners
Texas
$268K +$249K +2,119 New
BL
336
Balentine LLC
Georgia
$268K -$22.9K -195 -8%
CB
337
Centennial Bank
Arkansas
$267K -$14.5K -124 -6%
WWM
338
Western Wealth Management
Colorado
$267K +$117 +1 +0%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$265K +$16.7K +142 +7%
AA
340
Addison Advisors
Vermont
$264K +$6.22K +53 +3%
MW
341
Marcum Wealth
Ohio
$262K +$243K +2,074 New
SWP
342
Stratos Wealth Partners
Ohio
$258K +$3.28K +28 +1%
CI
343
CX Institutional
Indiana
$258K +$239K +2,040 New
EAM
344
Eagle Asset Management
Florida
$251K +$235 +2 +0.1%
Verition Fund Management
345
Verition Fund Management
Connecticut
$250K +$231K +1,973 New
HI
346
Harrington Investments
California
$250K -$5.87K -50 -2%
New York State Common Retirement Fund
347
New York State Common Retirement Fund
New York
$249K – – –
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$248K +$230K +1,960 New
BWP
349
Baldwin Wealth Partners
Massachusetts
$248K +$8.68K +74 +4%
UOC
350
UBS O'Connor
Illinois
$245K +$227K +1,937 New