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Name Holding Trade Value Shares
Change
Change in
Stake
BL
176
Balentine LLC
Georgia
$501K +$18.9K +115 +4%
SI
177
Stephens Inc
Arkansas
$497K +$9.36K +57 +2%
KOMWMG
178
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$495K -$10.5K -64 -2%
CGL
179
Clarius Group LLC
Washington
$479K +$16.9K +103 +4%
BPA
180
Beacon Pointe Advisors
California
$466K +$438K +2,666 New
HSA
181
HBK Sorce Advisory
Pennsylvania
$465K +$21.5K +131 +5%
SRC
182
Sage Rhino Capital
California
$461K +$16.1K +98 +4%
AWM
183
AE Wealth Management
Kansas
$461K +$184K +1,122 +74%
MBT
184
Montecito Bank & Trust
California
$450K
Connor, Clark & Lunn Investment Management (CC&L)
185
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$447K -$11.9M -72,483 -97%
XT
186
XTX Topco
Cayman Islands
$440K +$114K +695 +38%
RFC
187
Regions Financial Corp
Alabama
$439K +$148K +902 +56%
ACA
188
Atlas Capital Advisors
Wyoming
$437K -$302K -1,839 -42%
Mirae Asset Global Investments
189
Mirae Asset Global Investments
South Korea
$437K -$21.8K -133 -5%
LDB
190
Lee, Danner & Bass
Tennessee
$437K
MPPW
191
Mitchell & Pahl Private Wealth
Oklahoma
$435K -$328 -2 -0.1%
PA
192
Parallel Advisors
California
$423K -$75.3K -459 -16%
HC
193
Henshaw Capital
Massachusetts
$420K +$32.5K +198 +9%
LSAG
194
Lake Street Advisors Group
New Hampshire
$403K -$644K -3,923 -64%
RJT
195
Raymond James Trust
Florida
$396K -$326K -1,988 -47%
HIIFS
196
Harel Insurance Investments & Financial Services
Israel
$394K -$591K -3,599 -62%
SCA
197
Snowden Capital Advisors
New York
$391K +$100K +609 +37%
BP
198
Ballentine Partners
Massachusetts
$391K -$179K -1,088 -33%
FA
199
FDx Advisors
Illinois
$388K +$63.9K +389 +21%
MS
200
Mizuho Securities
Japan
$386K +$189K +1,150 +109%