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Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
WealthSource Partners
California
$255K -$22.6K -870 -9%
AUB
327
Atlantic Union Bankshares
Virginia
$248K -$32.9K -1,268 -12%
KBC Group
328
KBC Group
Belgium
$247K -$164K -6,316 -42%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$246K -$15.8K -610 -6%
X
330
Xponance
Pennsylvania
$239K -$3.84K -148 -2%
PFPT
331
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$223K +8,595 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$238K +$125K +4,802 +129%
LNWWM
333
Laird Norton Wetherby Wealth Management
California
$234K +$218K +8,398 New
UCFA
334
United Capital Financial Advisors
Texas
$229K +$213K +8,221 New
IC
335
IEQ Capital
California
$229K +$214K +8,234 New
SFS
336
Sowell Financial Services
Arkansas
$228K -$282K -10,849 -59%
GLA
337
Great Lakes Advisors
Illinois
$228K +$212K +8,176 New
HCM
338
Howland Capital Management
Massachusetts
$223K +$208K +8,000 New
BP
339
Ballentine Partners
Massachusetts
$220K +$205K +7,890 New
LAI
340
Legal Advantage Investments
California
$218K +$204K +7,850 New
AWM
341
AE Wealth Management
Kansas
$214K +$199K +7,675 New
RT
342
Rockland Trust
Massachusetts
$213K +$198K +7,648 New
MA
343
Mutual Advisors
Nebraska
$211K +$196K +7,571 New
IWP
344
Icon Wealth Partners
Texas
$210K +$196K +7,558 New
CCB
345
Cutter & Co Brokerage
Missouri
$207K -$136K -5,233 -41%
SC
346
Savant Capital
Illinois
$202K +$188K +7,243 New
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$201K +$187K +7,211 New
B
348
Bailard
California
$201K +$187K +7,217 New
CI
349
Cigna Investments
Connecticut
$200K +$187K +7,190 New
HDIM
350
Hanson & Doremus Investment Management
Vermont
$186K -$134K -5,147 -43%