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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
301
Icon Wealth Partners
Texas
$276K -$73.4K -1,665 -21%
HH
302
Hilltop Holdings
Texas
$275K -$197K -4,469 -41%
ASN
303
Advisory Services Network
Georgia
$275K +$29.3K +664 +12%
RIL
304
Rothschild Investment LLC
Illinois
$270K
UC
305
Unio Capital
New Jersey
$270K +$274K +6,213 New
NA
306
NewEdge Advisors
Louisiana
$266K +$16.3K +369 +6%
William Blair & Company
307
William Blair & Company
Illinois
$263K -$20.2K -458 -7%
GWMIA
308
Global Wealth Management Investment Advisory
Florida
$263K +$267K +6,063 New
Cerity Partners
309
Cerity Partners
New York
$262K -$19.4K -441 -7%
HJIM
310
Henry James International Management
New York
$262K +$353 +8 +0.1%
MYIA
311
Mount Yale Investment Advisors
Colorado
$262K +$173K +3,912 +172%
FTIOP
312
Fiduciary Trust International of Pennsylvania
Pennsylvania
$257K -$6.62K -150 -2%
GAMC
313
Garner Asset Management Corp
Texas
$254K
SICM
314
Sustainable Insight Capital Management
New York
$253K +$129K +2,930 New
CAM
315
Cozad Asset Management
Illinois
$252K -$23.4K -531 -8%
RWP
316
RWA Wealth Partners
Massachusetts
$252K
NIT
317
NumerixS Investment Technologies
British Columbia, Canada
$240K +$246K +5,584 New
RTS
318
Round Table Services
New Jersey
$239K -$20.8K -472 -8%
MAA
319
Mraz Amerine & Associates
California
$239K -$8.82K -200 -4%
BCM
320
Bayesian Capital Management
New York
$238K +$242K +5,492 New
BTNA
321
Bremer Trust National Association
Minnesota
$236K -$5.34K -121 -2%
BCM
322
BTC Capital Management
Iowa
$236K +$32.5K +736 +16%
PI
323
Pathlight Investors
Arizona
$232K +$240K +5,434 New
PFPT
324
Pinnacle Financial Partners (Tennessee)
Tennessee
$230K
LSAG
325
Lake Street Advisors Group
New Hampshire
$229K +$21.9K +497 +10%