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Name Holding Trade Value Shares
Change
Change in
Stake
TI
151
Tidal Investments
Wisconsin
$109K +$30.5K +12,510 +32%
AF
152
Allworth Financial
California
$108K +$55.7K +22,879 +81%
DT
153
Diversified Trust
Tennessee
$108K +$38.8K +15,915 +46%
Bessemer Group
154
Bessemer Group
New Jersey
$106K -$8.18K -3,356 -6%
VCA
155
Verdence Capital Advisors
Maryland
$106K +$28.6K +11,720 +31%
SCM
156
Shelton Capital Management
Colorado
$105K -$126K -51,600 -51%
PSP
157
Principal Street Partners
Tennessee
$103K +$46.2K +18,948 +64%
BWA
158
Basecamp Wealth Advisors
Washington
$101K -$22.2K -9,119 -16%
MMA
159
Miracle Mile Advisors
California
$98K +$47K +19,274 +71%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$96.5K -$445K -182,638 -80%
HWM
161
HB Wealth Management
Georgia
$96.1K -$18.9K -7,778 -15%
Mitsubishi UFJ Trust & Banking
162
Mitsubishi UFJ Trust & Banking
Japan
$95.7K
NI
163
Natural Investments
California
$94K -$1K -412 -0.9%
MOS
164
MGO One Seven
Ohio
$93.5K +$31.7K +13,025 +42%
QCM
165
QRG Capital Management
Illinois
$89K -$30.2K -12,395 -23%
SFC
166
SYM Financial Corp
Indiana
$88.2K +$60.5K +24,839 +148%
DAS
167
Dynamic Advisor Solutions
Arizona
$87.3K +$10.3K +4,212 +11%
B
168
Barings
North Carolina
$86.2K +$15.3K +6,274 +18%
GT
169
Greenleaf Trust
Michigan
$85.6K -$148K -60,758 -60%
KeyBank National Association
170
KeyBank National Association
Ohio
$83.3K +$95.8K +39,311 New
GM
171
GeoWealth Management
Illinois
$80.7K -$11K -4,503 -11%
Brown Advisory
172
Brown Advisory
Maryland
$80.6K +$92.6K +38,010 New
EPAM
173
Euro Pacific Asset Management
Puerto Rico
$78K +$6.06K +2,486 +8%
HR
174
Hardy Reed
Mississippi
$76K +$14.8K +6,067 +20%
Vanguard Global Advisers
175
Vanguard Global Advisers
Pennsylvania
$75.7K +$87K +35,728 New