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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
626
Bradley Foster & Sargent
Connecticut
$270K – – –
W
627
Wealthquest
Ohio
$269K +$30.8K +279 +13%
VCM
628
Versant Capital Management
Arizona
$269K +$69.7K +631 +36%
PCIA
629
Prime Capital Investment Advisors
Kansas
$269K -$1.1K -10 -0.4%
Parallax Volatility Advisers
630
Parallax Volatility Advisers
California
$268K +$262K +2,370 New
KWM
631
Keebeck Wealth Management
Illinois
$268K +$262K +2,368 New
AG
632
Ascent Group
Virginia
$267K +$7.07K +64 +3%
CAG
633
Csenge Advisory Group
Florida
$264K +$111 +1 +0%
AWA
634
Arkadios Wealth Advisors
Georgia
$260K -$303K -2,739 -54%
SC
635
Scotia Capital
Ontario, Canada
$259K -$10.1K -91 -4%
EWM
636
Elevatus Welath Management
New York
$258K +$252K +2,285 New
MMA
637
Miracle Mile Advisors
California
$257K +$32.6K +295 +15%
PP
638
PDS Planning
Ohio
$256K -$4.09K -37 -2%
IPW
639
Impact Partnership Wealth
Georgia
$256K +$6.63K +60 +3%
PIA
640
Perennial Investment Advisors
California
$250K +$245K +2,216 New
RBC
641
Romano Brothers & Co
Illinois
$250K – – –
CWM
642
Chesapeake Wealth Management
Virginia
$250K +$244K +2,211 New
NP
643
NorthRock Partners
Minnesota
$250K +$553 +5 +0.2%
TIA
644
Trust Investment Advisors
Indiana
$249K – – –
WAG
645
Wilkerson Advisory Group
Missouri
$248K +$332 +3 +0.1%
Envestnet Portfolio Solutions
646
Envestnet Portfolio Solutions
Illinois
$246K +$34.4K +311 +17%
MWM
647
Mission Wealth Management
California
$245K +$239K +2,167 New
LA
648
Lifeworks Advisors
Michigan
$245K -$16.6K -150 -6%
CWM
649
CarsonAllaria Wealth Management
Illinois
$245K – – –
4WM
650
49 Wealth Management
Texas
$245K +$239K +2,165 New