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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1601
Wilmar Advisors
Florida
$30.7M – – –
Cardiff Park Advisors
1602
Cardiff Park Advisors
California
$30.6M -$798K -2,790 -3%
Triad Wealth Partners
1603
Triad Wealth Partners
Kansas
$30.6M +$6.18M +21,598 +27%
Symmetry Partners
1604
Symmetry Partners
Connecticut
$30.5M +$670K +2,344 +2%
Te Ahumairangi Investment Management
1605
Te Ahumairangi Investment Management
New Zealand
$30.5M -$3.07M -10,730 -9%
Winch Advisory Services
1606
Winch Advisory Services
Wisconsin
$30.5M -$536K -1,874 -2%
L.J. Altfest & Co
1607
L.J. Altfest & Co
New York
$30.5M -$709K -2,480 -2%
Archford Capital Strategies
1608
Archford Capital Strategies
Illinois
$30.5M +$188K +659 +0.6%
Monetary Management Group
1609
Monetary Management Group
Missouri
$30.4M -$4.51M -15,775 -13%
Science & Technology Partners
1610
Science & Technology Partners
New York
$30.4M +$26.5M +92,585 +747%
OMC Financial Services
1611
OMC Financial Services
New York
$30.4M -$549K -1,920 -2%
Trek Financial
1612
Trek Financial
Arizona
$30.4M +$30M +104,919 New
Verition Fund Management
1613
Verition Fund Management
Connecticut
$30.3M -$11.7M -40,801 -28%
Ignite Planners
1614
Ignite Planners
California
$30.3M +$293K +1,024 +1%
Blue Zone Wealth Advisors
1615
Blue Zone Wealth Advisors
California
$30.2M +$60.9K +213 +0.2%
Stockman Wealth Management
1616
Stockman Wealth Management
Montana
$30.2M -$1.32M -4,601 -4%
Ellis Investment Partners
1617
Ellis Investment Partners
Pennsylvania
$30.2M -$700K -2,448 -2%
TTP Investments
1618
TTP Investments
California
$30.1M +$6.01K +21 +0%
TownSquare Capital
1619
TownSquare Capital
Utah
$30.1M +$1.17M +4,074 +4%
Marks Group Wealth Management
1620
Marks Group Wealth Management
Minnesota
$30.1M -$1.97M -6,890 -6%
CFSG
1621
Community Financial Services Group
Vermont
$30.1M +$283K +989 +1%
Copeland Capital Management
1622
Copeland Capital Management
Pennsylvania
$30M -$1.28M -4,467 -4%
LSV Asset Management
1623
LSV Asset Management
Illinois
$30M – – –
FourThought Financial Partners
1624
FourThought Financial Partners
Florida
$30M +$289K +1,012 +1%
Harrell Investment Partners
1625
Harrell Investment Partners
Texas
$30M -$415K -1,450 -1%