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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$331K +$1.23K +12 +0.4%
AC
527
Apella Capital
Connecticut
$329K +$338K +3,294 New
CRC
528
Curi RMB Capital
Illinois
$324K +$333K +3,247 New
BCM
529
Brookstone Capital Management
Illinois
$323K +$615 +6 +0.2%
Envestnet Portfolio Solutions
530
Envestnet Portfolio Solutions
Illinois
$321K +$35.5K +346 +12%
SPWM
531
Schrum Private Wealth Management
Florida
$319K -$56.1K -547 -15%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$315K +$24.6K +240 +8%
MWM
533
Mindset Wealth Management
Indiana
$308K
TCWA
534
Turtle Creek Wealth Advisors
Texas
$308K +$21.9K +214 +7%
MYLI
535
Meiji Yasuda Life Insurance
Japan
$307K +$315K +3,070 New
HWA
536
HCR Wealth Advisors
California
$306K
SWM
537
Segment Wealth Management
Texas
$304K +$10.7K +104 +4%
LSA
538
L & S Advisors
California
$301K +$309K +3,018 New
SLWA
539
San Luis Wealth Advisors
California
$300K
BA
540
Brightwater Advisory
Florida
$300K
EH
541
Equitable Holdings
New York
$299K +$307K +2,997 New
DSC
542
Duncker Streett & Co
Missouri
$298K
VFA
543
Valeo Financial Advisors
Indiana
$297K +$25.1K +245 +9%
PI
544
PFG Investments
New York
$294K +$1.02K +10 +0.3%
PCM
545
Permanent Capital Management
Illinois
$291K +$1.64K +16 +0.6%
GKWIM
546
Gerber Kawasaki Wealth & Investment Management
California
$289K +$5.23K +51 +2%
IAA
547
Independent Advisor Alliance
North Carolina
$289K -$12.5K -122 -4%
AIP
548
Ameritas Investment Partners
Nebraska
$287K +$308 +3 +0.1%
PFA
549
Pure Financial Advisors
California
$284K +$291K +2,840 New
BFG
550
Beto Financial Group
Idaho
$283K +$283K +2,763 New