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Name Holding Trade Value Shares
Change
Change in
Stake
IB
176
Intrust Bank
Kansas
$540K -$14.8K -103 -3%
PA
177
Parallel Advisors
California
$539K +$91.1K +633 +23%
FAFN
178
First Affirmative Financial Network
Colorado
$536K -$18.1K -126 -4%
BPA
179
Beacon Pointe Advisors
California
$534K -$59.1K -411 -11%
SIA
180
Schechter Investment Advisors
Michigan
$533K +$222K +1,542 +87%
LWM
181
Lodestone Wealth Management
Washington
$530K -$3.45K -24 -0.7%
CWM
182
Cordatus Wealth Management
Pennsylvania
$513K +$459K +3,189 New
Neuberger Berman Group
183
Neuberger Berman Group
New York
$509K +$12.5K +87 +3%
SBH
184
Segall Bryant & Hamill
Illinois
$509K
VFA
185
Valeo Financial Advisors
Indiana
$485K +$122K +850 +39%
GT
186
Glenmede Trust
Pennsylvania
$468K
SCA
187
Snowden Capital Advisors
New York
$460K -$2.3K -16 -0.6%
AF
188
Allworth Financial
California
$459K +$5.76K +40 +1%
CWP
189
Capital Wealth Planning
Florida
$453K -$12.7K -88 -3%
PCM
190
Penserra Capital Management
California
$452K -$12.7K -88 -3%
PHK
191
Point72 Hong Kong
Hong Kong
$448K +$401K +2,786 New
LFA
192
Legacy Financial Advisors
Kentucky
$447K +$75.8K +527 +23%
AWM
193
Apollon Wealth Management
South Carolina
$442K +$396K +2,750 New
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$440K -$30.9K -215 -7%
EAM
195
Eagle Asset Management
Florida
$428K -$16.1K -112 -4%
AWM
196
AE Wealth Management
Kansas
$424K +$117K +814 +45%
PP
197
PDS Planning
Ohio
$418K -$100K -695 -21%
AWA
198
Aaron Wealth Advisors
Illinois
$407K +$27.1K +188 +8%
P
199
Pitcairn
Pennsylvania
$405K +$94.4K +656 +35%
LDB
200
Lee, Danner & Bass
Tennessee
$405K +$2.45K +17 +0.7%