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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$690K +$13.8K +289 +2%
DIP
227
DT Investment Partners
Pennsylvania
$689K -$4M -83,684 -84%
IB
228
Intrust Bank
Kansas
$661K +$723K +15,107 New
RMAM
229
Raab & Moskowitz Asset Management
New Jersey
$659K -$19.1K -400 -3%
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$658K +$90.5K +1,892 +14%
GT
231
Greenleaf Trust
Michigan
$650K +$182K +3,808 +34%
EGA
232
E&G Advisors
Texas
$642K -$100K -2,100 -13%
MSFP
233
Mark Sheptoff Financial Planning
Connecticut
$640K +$701K +14,650 New
UR
234
USCA RIA
Texas
$627K -$39.9K -834 -5%
NA
235
NewEdge Advisors
Louisiana
$619K +$289K +6,046 +75%
ATC
236
Argent Trust Co
Tennessee
$613K +$383 +8 +0.1%
EI
237
Ethic Inc
New York
$610K +$59.8K +1,250 +10%
WAM
238
Weatherly Asset Management
California
$605K -$6.94K -145 -1%
LFA
239
Legacy Financial Advisors
Kentucky
$585K -$719K -15,028 -55%
PA
240
Profund Advisors
Maryland
$583K -$195K -4,084 -23%
VNA
241
Valley National Advisers
Pennsylvania
$582K -$28K -586 -4%
WANY
242
Wealthspire Advisors (New York)
New York
$573K +$181K +3,773 +40%
Mariner
243
Mariner
Kansas
$569K +$622K +13,008 New
JC
244
Jacobs & Co
California
$557K – – –
BCM
245
Bayesian Capital Management
New York
$555K +$354K +7,400 +140%
RHBC
246
R.H. Bluestein & Co
Michigan
$547K – – –
KTM
247
Keeler Thomas Management
Utah
$537K -$830K -17,350 -59%
BF
248
BOK Financial
Oklahoma
$521K +$26.8K +561 +5%
CI
249
Conning Inc
Connecticut
$508K -$94.6K -1,977 -15%
JT
250
Jump Trading
Illinois
$507K +$555K +11,605 New