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Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$245K +$35.3K +2,069 +40%
NB
302
Northwest Bancshares
Pennsylvania
$242K +$32.2K +1,887 +15%
VT
303
Vise Technologies
New York
$241K +$247K +14,479 New
CWS
304
Confluence Wealth Services
Pennsylvania
$238K +$245K +14,358 New
WTC
305
WhitTier Trust Company
Nevada
$237K -$1.06K -62 -0.4%
WFA
306
WMG Financial Advisors
Tennessee
$237K – – –
EGA
307
E&G Advisors
Texas
$236K – – –
RWP
308
Revolve Wealth Partners
New Jersey
$236K +$242K +14,178 New
VFA
309
Valeo Financial Advisors
Indiana
$234K +$12.7K +745 +6%
RHBC
310
R.H. Bluestein & Co
Michigan
$233K – – –
GIA
311
Gateway Investment Advisers
Ohio
$230K +$30.1K +1,768 +15%
CS
312
Comerica Securities
Michigan
$229K +$13.1K +770 +6%
DWT
313
Dorsey & Whitney Trust
South Dakota
$228K -$1.88K -110 -0.8%
KFGK
314
Keystone Financial Group (Kentucky)
Kentucky
$225K +$8.63K +506 +4%
IA
315
IFG Advisory
Georgia
$224K -$4.42K -259 -2%
ECM
316
Evergreen Capital Management
Washington
$224K -$1.65K -97 -0.7%
1WA
317
180 Wealth Advisors
Washington
$224K +$12.1K +707 +6%
MCM
318
MAI Capital Management
Ohio
$224K +$230K +13,475 New
BPCE
319
Bank Pictet & Cie (Europe)
Germany
$221K – – –
APA
320
American Portfolios Advisors
New York
$220K +$38K +2,227 +20%
SMC
321
Smith, Moore & Co
Missouri
$218K – – –
TSS
322
Two Sigma Securities
New York
$217K -$465K -27,301 -68%
Mitsubishi UFJ Asset Management
323
Mitsubishi UFJ Asset Management
Japan
$212K +$14.3K +836 +7%
SWA
324
SFMG Wealth Advisors
Texas
$207K -$1.18M -69,238 -85%
Brown Advisory
325
Brown Advisory
Maryland
$203K +$209K +12,256 New