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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$236K -$36K -405 -15%
VT
227
Vise Technologies
New York
$235K -$56.3K -633 -21%
CFG
228
Cooper Financial Group
California
$233K -$11.1K -125 -5%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$226K -$1.96K -22 -1%
Stifel Financial
230
Stifel Financial
Missouri
$224K -$890 -10 -0.4%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$220K +$197K +2,210 New
DS
232
DRW Securities
Illinois
$217K -$43.8K -492 -18%
P
233
&Partners
Tennessee
$216K +$193K +2,169 New
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$215K +$193K +2,168 New
FTWA
235
Fifth Third Wealth Advisors
Ohio
$215K +$193K +2,163 New
M&T Bank
236
M&T Bank
New York
$214K -$96.5K -1,084 -34%
ECM
237
Everence Capital Management
Indiana
$212K +$190K +2,138 New
BAM
238
Byrne Asset Management
New Jersey
$209K +$53K +595 +39%
WWM
239
Western Wealth Management
Colorado
$209K +$187K +2,101 New
PA
240
Profund Advisors
Maryland
$208K +$187K +2,096 New
IFS
241
Ifrah Financial Services
Arkansas
$207K +$185K +2,084 New
PWPS
242
Pinnacle Wealth Planning Services
Ohio
$206K -$15.1K -170 -8%
KPWS
243
Kestra Private Wealth Services
Texas
$206K -$40.9K -460 -18%
TPCW
244
TD Private Client Wealth
New York
$204K -$178 -2 -0.1%
MAS
245
Meeder Advisory Services
Ohio
$204K +$183K +2,054 New
PWA
246
Physician Wealth Advisors
Utah
$188K -$534 -6 -0.3%
SOW
247
State of Wyoming
Wyoming
$167K +$8.28K +93 +6%
Osaic Holdings
248
Osaic Holdings
Arizona
$162K -$380K -4,272 -72%
BTI
249
Blue Trust Inc
Georgia
$157K +$6.32K +71 +5%
US Bancorp
250
US Bancorp
Minnesota
$123K +$3.47K +39 +3%