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Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wealth Alliance
New York
$1.79M +$162K +2,993 +10%
GWM
227
Glass Wealth Management
Texas
$1.77M +$42.2K +780 +3%
State Street
228
State Street
Massachusetts
$1.76M +$5.09K +94 +0.3%
PS
229
Principal Securities
Iowa
$1.74M
PMWMG
230
Parr McKnight Wealth Management Group
Minnesota
$1.72M -$90.7K -1,676 -5%
IB
231
Intrust Bank
Kansas
$1.71M +$154K +2,842 +10%
AQR Capital Management
232
AQR Capital Management
Connecticut
$1.69M +$855K +15,791 +107%
AC
233
Arjuna Capital
North Carolina
$1.68M -$130K -2,394 -7%
SIA
234
Schechter Investment Advisors
Michigan
$1.67M -$207K -3,830 -11%
RCYC
235
Richard C. Young & Co
Rhode Island
$1.63M -$106K -1,960 -6%
CG
236
Caprock Group
Idaho
$1.63M +$394K +7,273 +33%
Verition Fund Management
237
Verition Fund Management
Connecticut
$1.63M +$1.59M +29,306 New
ATC
238
Argent Trust Co
Tennessee
$1.58M +$153K +2,828 +11%
LWL
239
Leo Wealth LLC
Texas
$1.58M +$94.7K +1,749 +7%
SG Americas Securities
240
SG Americas Securities
New York
$1.58M +$563K +10,403 +58%
GLR
241
Great Lakes Retirement
Ohio
$1.57M +$43.2K +799 +3%
MOS
242
MGO One Seven
Ohio
$1.55M +$243K +4,498 +19%
MFG
243
Merit Financial Group
Georgia
$1.54M +$382K +7,054 +34%
JPWM
244
Jamison Private Wealth Management
Georgia
$1.54M -$9.2K -170 -0.6%
B
245
Bailard
California
$1.54M +$616K +11,377 +70%
MFG
246
MidWestOne Financial Group
Iowa
$1.52M +$149K +2,750 +11%
MYIA
247
Mount Yale Investment Advisors
Colorado
$1.51M +$133K +2,450 +10%
SP
248
Stablepoint Partners
Massachusetts
$1.49M +$102K +1,882 +8%
GWM
249
Geneos Wealth Management
Colorado
$1.49M +$896K +16,562 +162%
HAG
250
HF Advisory Group
Maryland
$1.47M -$230K -4,240 -14%