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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$293K +$226K +5,512 New
Jones Financial Companies
402
Jones Financial Companies
Missouri
$288K -$41K -1,003 -16%
EWM
403
EPG Wealth Management
Georgia
$285K -$34.3K -839 -14%
CIAS
404
Capital Investment Advisory Services
North Carolina
$284K +$219K +5,353 New
WA
405
Waddell & Associates
Tennessee
$284K +$219K +5,346 New
PA
406
Profund Advisors
Maryland
$279K +$215K +5,256 New
BPA
407
Beacon Pointe Advisors
California
$275K +$212K +5,170 New
LNWTC
408
Laird Norton Wetherby Trust Company
Washington
$274K +$211K +5,163 New
MOS
409
MGO One Seven
Ohio
$271K -$51.4K -1,257 -20%
JSW
410
Journey Strategic Wealth
New Jersey
$270K +$208K +5,084 New
CL
411
Choreo LLC
Illinois
$270K +$203K +4,957 New
BWP
412
Balboa Wealth Partners
Arizona
$269K +$207K +5,060 New
HAM
413
Hedges Asset Management
Nevada
$266K +$205K +5,000 New
CCA
414
Checchi Capital Advisers
California
$264K +$203K +4,968 New
TPI
415
Trust Point Inc
Wisconsin
$258K +$199K +4,858 New
PA
416
Pinnacle Associates
New York
$257K +$198K +4,829 New
GI
417
GAMMA Investing
California
$254K +$44.7K +1,092 +30%
JTWM
418
Jackson Thornton Wealth Management
Alabama
$253K +$163K +3,976 New
WIA
419
World Investment Advisors
California
$246K +$190K +4,635 New
RIL
420
Rothschild Investment LLC
Illinois
$246K +$164K +4,010 +644%
WANY
421
Wealthspire Advisors (New York)
New York
$245K +$68K +1,661 +56%
William Blair & Company
422
William Blair & Company
Illinois
$245K +$188K +4,606 New
EWA
423
EverSource Wealth Advisors
Alabama
$244K +$99.6K +2,433 +112%
ACA
424
Aptus Capital Advisors
Alabama
$241K +$186K +4,535 New
SCP
425
Sivia Capital Partners
California
$241K +$185K +4,530 New