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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
176
Mitchell & Pahl Private Wealth
Oklahoma
$1.12M +$49.8K +283 +5%
P
177
&Partners
Tennessee
$1.12M +$425K +2,413 +74%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$1.11M +$278K +1,581 +38%
CAM
179
Cresset Asset Management
Illinois
$1.11M -$3.19M -18,123 -76%
PAG
180
Private Advisor Group
New Jersey
$1.08M -$163K -926 -14%
LFAS
181
Level Four Advisory Services
Texas
$1.06M -$93.2K -530 -9%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$118K +671 +14%
DI
183
Diligent Investors
California
$1.05M -$5.28K -30 -0.6%
LFA
184
Legacy Financial Advisors
Kentucky
$1M +$155K +882 +21%
HAG
185
HighPoint Advisor Group
Illinois
$1M -$50.5K -287 -5%
PA
186
Parallel Advisors
California
$994K +$139K +788 +18%
BAM
187
Belpointe Asset Management
Nevada
$991K -$285K -1,620 -24%
P
188
Pitcairn
Pennsylvania
$985K +$102K +581 +13%
TNA
189
True North Advisors
Texas
$956K +$125K +713 +17%
Janus Henderson Group
190
Janus Henderson Group
$956K -$197K -1,119 -19%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$946K +$140K +797 +20%
HPM
192
Hudson Portfolio Management
New York
$922K -$15.8K -90 -2%
GT
193
Glenmede Trust
Pennsylvania
$916K -$82.7K -470 -9%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$911K
CSP
195
Cary Street Partners
Virginia
$889K +$804K +4,568 New
B
196
Bailard
California
$887K -$25K -142 -3%
IC
197
Iconiq Capital
California
$885K +$416K +2,367 +108%
CFG
198
CKW Financial Group
Hawaii
$879K +$352 +2 +0%
LSAG
199
Lake Street Advisors Group
New Hampshire
$875K +$23.8K +135 +3%
BTI
200
Blue Trust Inc
Georgia
$871K -$932K -5,300 -54%