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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
301
Vontobel Holding
Switzerland
$341K -$112K -1,791 -28%
PA
302
Persium Advisors
Georgia
$333K – – –
GHA
303
GW Henssler & Associates
Georgia
$333K -$813 -13 -0.3%
PA
304
Profund Advisors
Maryland
$325K +$26.2K +419 +10%
AI
305
Atria Investments
North Carolina
$316K -$95.6K -1,528 -26%
IFG
306
Independent Financial Group
California
$316K – – –
DADC
307
D.A. Davidson & Co
Montana
$315K – – –
GT
308
Greenleaf Trust
Michigan
$309K +$813 +13 +0.3%
CGH
309
Crossmark Global Holdings
Texas
$308K +$3.81K +61 +1%
MML Investors Services
310
MML Investors Services
Massachusetts
$305K +$263K +4,208 New
FFA
311
Farther Finance Advisors
California
$300K +$187K +2,986 +259%
KBC Group
312
KBC Group
Belgium
$286K – – –
PWMAG
313
Pinnacle Wealth Management Advisory Group
New Jersey
$284K -$135K -2,152 -35%
HFS
314
Hantz Financial Services
Michigan
$276K +$32.1K +513 +16%
GWM
315
Gilpin Wealth Management
Colorado
$271K – – –
Stifel Financial
316
Stifel Financial
Missouri
$267K +$231K +3,687 New
ECM
317
Everence Capital Management
Indiana
$265K – – –
ET
318
Equitable Trust
Tennessee
$260K – – –
PWP
319
Principle Wealth Partners
Connecticut
$259K – – –
BP
320
Ballentine Partners
Massachusetts
$257K -$5.07K -81 -2%
BF
321
Brucke Financial
Indiana
$257K -$25.8K -412 -10%
PMWMG
322
Parr McKnight Wealth Management Group
Minnesota
$254K – – –
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$254K +$219K +3,509 New
CRC
324
Curi RMB Capital
Illinois
$252K +$2K +32 +0.9%
MWPCG
325
Measured Wealth Private Client Group
New Hampshire
$250K -$7.75K -124 -3%