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Name Holding Trade Value Shares
Change
Change in
Stake
GM
176
GeoWealth Management
Illinois
$89.1K +$3.17K +1,492 +4%
Franklin Resources
177
Franklin Resources
California
$87.6K -$44.6K -20,948 -35%
MWM
178
Modern Wealth Management
Kansas
$87K -$90.3K -42,429 -52%
EWA
179
EP Wealth Advisors
California
$85.4K +$37.3K +17,545 +86%
WN
180
Williams & Novak
California
$81.9K +$20K +9,421 +35%
KeyBank National Association
181
KeyBank National Association
Ohio
$80.8K -$7.2K -3,386 -9%
MCM
182
MAI Capital Management
Ohio
$80.1K +$71.4K +33,562 +1,657%
SFC
183
SYM Financial Corp
Indiana
$79.7K -$13.1K -6,180 -15%
Barclays
184
Barclays
United Kingdom
$79.3K -$153K -71,814 -67%
AC
185
Avestar Capital
New York
$76.6K +$7.17K +3,371 +11%
CIAM
186
Caitong International Asset Management
Hong Kong
$76.2K +$65.9K +30,976 +1,072%
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
$75.9K -$25K -11,774 -26%
PCIA
188
Prime Capital Investment Advisors
Kansas
$68.1K +$2.31K +1,088 +4%
VFA
189
Valeo Financial Advisors
Indiana
$67.2K +$63.5K +29,855 New
CCM
190
Coldstream Capital Management
Washington
$66.8K -$168K -78,899 -73%
BWA
191
Basecamp Wealth Advisors
Washington
$63.6K -$41.2K -19,385 -41%
SMA
192
Sage Mountain Advisors
Georgia
$62K +$58.6K +27,568 New
LA
193
Legacy Advisors
Pennsylvania
$61.7K +$28.3K +13,308 +94%
EC
194
EntryPoint Capital
New York
$61.4K -$116K -54,660 -67%
CRC
195
Curi RMB Capital
Illinois
$60.4K +$16.5K +7,739 +40%
PSP
196
Principal Street Partners
Tennessee
$60.3K -$46.1K -21,673 -45%
ESB
197
Essex Savings Bank
Connecticut
$59.6K +$2.2K +1,034 +4%
MOS
198
MGO One Seven
Ohio
$59.5K -$37.5K -17,626 -40%
ICP
199
Interchange Capital Partners
Pennsylvania
$56.9K +$29.2K +13,722 +119%
VCA
200
Verdence Capital Advisors
Maryland
$56.4K -$52.8K -24,798 -50%