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Name Holding Trade Value Shares
Change
Change in
Stake
BP
276
Ballentine Partners
Massachusetts
$860K +$129K +7,465 +20%
AWM
277
Absher Wealth Management
North Carolina
$848K -$83.8K -4,830 -10%
YIH
278
Y-Intercept (HK)
Hong Kong
$832K +$762K +43,950 New
SIA
279
Schechter Investment Advisors
Michigan
$828K +$43.1K +2,485 +6%
MWM
280
Mission Wealth Management
California
$804K +$38.1K +2,195 +5%
PGIM
281
Pacific Global Investment Management
California
$789K -$70.8K -4,080 -9%
NA
282
NewEdge Advisors
Louisiana
$786K +$145K +8,340 +26%
VSQM
283
V-Square Quantitative Management
Illinois
$785K +$719K +41,460 New
S
284
SimplyRich
California
$771K +$707K +40,730 New
CIM
285
Confluence Investment Management
Missouri
$768K -$36.6K -2,110 -5%
JIC
286
Johnson Investment Counsel
Ohio
$765K +$38.4K +2,215 +6%
DAS
287
Dynamic Advisor Solutions
Arizona
$752K +$16.3K +940 +2%
ECM
288
Evergreen Capital Management
Washington
$741K +$40.4K +2,330 +6%
PA
289
Procyon Advisors
Connecticut
$739K +$75.5K +4,350 +13%
PWG
290
Portside Wealth Group
Utah
$731K -$5.81K -335 -0.9%
HW
291
Hancock Whitney
Mississippi
$725K +$47.6K +2,745 +8%
BNP Paribas Financial Markets
292
BNP Paribas Financial Markets
France
$723K -$1.21M -69,745 -65%
KPWS
293
Kestra Private Wealth Services
Texas
$722K +$61K +3,515 +10%
IAS
294
Insigneo Advisory Services
Florida
$717K +$259K +14,945 +65%
Nuveen
295
Nuveen
North Carolina
$716K +$56.3K +3,245 +9%
CCFP
296
Charles Carroll Financial Partners
Massachusetts
$710K
EWA
297
EP Wealth Advisors
California
$707K +$3.73K +215 +0.6%
MOS
298
MGO One Seven
Ohio
$699K -$3.21K -185 -0.5%
AT
299
Arden Trust
Delaware
$691K -$129K -7,410 -17%
ARG
300
Advisory Resource Group
Oklahoma
$682K +$45.4K +2,615 +8%