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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
426
Badgley Phelps Wealth Managers
Washington
$239K +$254K +4,782 New
BSW
427
Buckingham Strategic Wealth
Missouri
$238K -$11.2K -211 -4%
CA
428
Cetera Advisors
Colorado
$238K +$253K +4,763 New
AIA
429
Angeles Investment Advisors
California
$236K +$250K +4,715 New
BNP Paribas Financial Markets
430
BNP Paribas Financial Markets
France
$234K -$26.8M -504,168 -99%
CAM
431
Cresset Asset Management
Illinois
$234K -$79.8K -1,504 -24%
CTC
432
Central Trust Company
Missouri
$232K
CFG
433
CKW Financial Group
Hawaii
$227K -$69K -1,300 -23%
SPC
434
Sigma Planning Corp
Michigan
$225K +$23.1K +436 +11%
MGWM
435
Marks Group Wealth Management
Minnesota
$222K
MWM
436
Mission Wealth Management
California
$221K +$235K +4,427 New
EIP
437
Epoch Investment Partners
New York
$220K -$43.8K -825 -16%
AGP
438
Autumn Glory Partners
Texas
$215K -$228K -4,300 -50%
HW
439
Hancock Whitney
Mississippi
$214K -$9.13K -172 -4%
BFEC
440
Benjamin F. Edwards & Company
Missouri
$214K -$4.19K -79 -2%
OPS
441
Orion Portfolio Solutions
Nebraska
$213K -$4.41K -83 -2%
JCM
442
Jacobi Capital Management
Pennsylvania
$213K +$4.19K +79 +2%
VFA
443
Valeo Financial Advisors
Indiana
$212K -$478 -9 -0.2%
TWC
444
TD Waterhouse Canada
Ontario, Canada
$211K +$11.8K +222 +6%
LWM
445
Lyell Wealth Management
California
$210K
IFWM
446
Institute for Wealth Management
Colorado
$210K +$212 +4 +0.1%
EFS
447
Essex Financial Services
Connecticut
$210K +$2.71K +51 +1%
WCWM
448
Willow Creek Wealth Management
California
$209K
JFA
449
JNBA Financial Advisors
Minnesota
$208K +$7.8K +147 +4%
V
450
Veritable
Delaware
$208K +$10.4K +196 +5%