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Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$725K -$22K -133 -3%
CFG
152
CKW Financial Group
Hawaii
$703K +$331 +2 +0%
BF
153
BOK Financial
Oklahoma
$693K -$124K -753 -14%
AIA
154
Armor Investment Advisors
North Carolina
$691K -$33.1K -200 -4%
SW
155
SteelPeak Wealth
California
$687K +$128K +775 +21%
AF
156
Apexium Financial
Texas
$666K
SFA
157
Sequoia Financial Advisors
Ohio
$661K +$90.9K +550 +15%
BCP
158
Berkeley Capital Partners
Georgia
$657K +$173K +1,047 +33%
Franklin Resources
159
Franklin Resources
California
$644K -$27.3K -165 -4%
IC
160
IEQ Capital
California
$636K +$139K +841 +26%
DTL
161
Dynamic Technology Lab
Singapore
$635K +$681K +4,120 New
Baird Financial Group
162
Baird Financial Group
Wisconsin
$634K -$105K -633 -13%
IB
163
Intrust Bank
Kansas
$631K +$225K +1,363 +50%
MPPW
164
Mitchell & Pahl Private Wealth
Oklahoma
$620K +$258K +1,563 +64%
RHBC
165
R.H. Bluestein & Co
Michigan
$617K
HWA
166
HHM Wealth Advisors
Tennessee
$613K +$33.7K +204 +5%
DWT
167
Dorsey & Whitney Trust
South Dakota
$609K +$40.5K +245 +7%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$601K +$269K +1,628 +71%
CGL
169
Clarius Group LLC
Washington
$597K -$30.7K -186 -5%
WA
170
Wealth Alliance
New York
$589K +$31.1K +188 +5%
IWA
171
Intercontinental Wealth Advisors
Texas
$582K
BTW
172
Boston Trust Walden
Massachusetts
$575K -$16.5K -100 -3%
CCP
173
Corient Capital Partners
California
$569K -$194K -1,176 -24%
AAM
174
Advisors Asset Management
Colorado
$550K -$184K -1,115 -24%
FOA
175
Five Oceans Advisors
California
$548K +$61.5K +372 +12%