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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
926
Badgley Phelps Wealth Managers
Washington
$542K -$230 -2 -0%
SGCM
927
Sanchez Gaunt Capital Management
Nevada
$542K +$16.3K +142 +3%
SCA
928
Snowden Capital Advisors
New York
$541K -$11.2K -97 -2%
IB
929
Intrust Bank
Kansas
$540K -$2.99K -26 -0.6%
DA
930
Denali Advisors
California
$539K -$437K -3,800 -45%
NB
931
Nicolet Bankshares
Wisconsin
$536K +$1.04K +9 +0.2%
Envestnet Portfolio Solutions
932
Envestnet Portfolio Solutions
Illinois
$535K +$49K +426 +10%
BAAM
933
Baker Avenue Asset Management
California
$535K +$17K +148 +3%
BFC
934
Bedel Financial Consulting
Indiana
$534K +$525K +4,558 New
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$532K +$7.71K +67 +1%
BWM
936
Baron Wealth Management
Michigan
$531K +$19.2K +167 +4%
FAL
937
Focused Alpha LLC
Colorado
$531K +$1.84K +16 +0.4%
MIM
938
MTM Investment Management
South Carolina
$530K – – –
CCWM
939
Cassaday & Co Wealth Management
Virginia
$530K – – –
IWN
940
Independent Wealth Network
Iowa
$530K -$9.67K -84 -2%
ECA
941
Elevated Capital Advisors
Utah
$530K – – –
VFM
942
Vision Financial Markets
Connecticut
$528K – – –
YIM
943
Yoffe Investment Management
Pennsylvania
$527K – – –
ACM
944
Altrius Capital Management
North Carolina
$526K – – –
HW
945
HORAN Wealth
Ohio
$525K – – –
CI
946
CX Institutional
Indiana
$520K -$7.83K -68 -2%
AWE
947
Avidian Wealth Enterprises
Texas
$520K -$228K -1,977 -31%
SFO
948
Stokes Family Office
Louisiana
$520K -$17.6K -153 -3%
GM
949
GeoWealth Management
Illinois
$519K -$114K -989 -18%
KF
950
Krilogy Financial
Missouri
$518K +$112K +977 +28%