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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$200K
HWM
227
HB Wealth Management
Georgia
$198K +$5.21K +427 +3%
SOW
228
State of Wyoming
Wyoming
$196K +$77.3K +6,340 +58%
Lido Advisors
229
Lido Advisors
California
$196K +$671 +55 +0.3%
US Bancorp
230
US Bancorp
Minnesota
$195K +$31.3K +2,568 +18%
M&T Bank
231
M&T Bank
New York
$194K +$16K +1,310 +8%
WorldQuant Millennium Advisors
232
WorldQuant Millennium Advisors
New York
$189K +$202K +16,585 New
MMA
233
Miracle Mile Advisors
California
$187K -$24.3K -1,991 -11%
FRA
234
Frank Rimerman Advisors
California
$183K +$196K +16,056 New
KAS
235
Kestra Advisory Services
Texas
$179K +$26.2K +2,147 +16%
Prudential Financial
236
Prudential Financial
New Jersey
$179K +$49.6K +4,067 +35%
MFS
237
Miller Financial Services
Michigan
$177K +$17.1K +1,401 +10%
FWA
238
FSM Wealth Advisors
Ohio
$175K -$8.42K -690 -4%
WWC
239
Waypoint Wealth Counsel
Georgia
$172K +$184K +15,045 New
WA
240
Waverly Advisors
Alabama
$170K +$28.5K +2,333 +19%
SFC
241
SYM Financial Corp
Indiana
$170K +$181K +14,869 New
ETS
242
ESL Trust Services
New York
$170K
CGH
243
Crossmark Global Holdings
Texas
$170K +$5.37K +440 +3%
TPA
244
Trivium Point Advisory
Connecticut
$168K +$13.7K +1,121 +8%
1SB
245
1ST Source Bank
Indiana
$167K -$6.1K -500 -3%
TL
246
TowerView LLC
New York
$166K
MM
247
MQS Management
New York
$161K +$172K +14,102 New
WG
248
Winton Group
United Kingdom
$161K -$49.9K -4,092 -23%
SWM
249
Sendero Wealth Management
Texas
$160K +$24.6K +2,013 +17%
NP
250
NorthRock Partners
Minnesota
$152K +$163K +13,337 New