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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
351
Holistic Financial Partners
Indiana
$378K
CIA
352
Choate Investment Advisors
Massachusetts
$372K
IWC
353
Integrated Wealth Concepts
Massachusetts
$365K -$737K -14,213 -73%
CPWM
354
Cypress Point Wealth Management
Texas
$363K +$272K +5,253 New
AL
355
Aspiriant LLC
California
$351K +$1.04K +20 +0.4%
SFS
356
Sowell Financial Services
Arkansas
$349K +$2.96K +57 +1%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$346K +$151K +2,920 +140%
AF
358
Advisornet Financial
Minnesota
$346K -$519 -10 -0.2%
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$346K +$259K +4,999 New
Stifel Financial
360
Stifel Financial
Missouri
$344K -$18.7K -360 -7%
S
361
SignatureFD
Georgia
$341K -$34.9K -673 -12%
IA
362
IFP Advisors
Florida
$341K +$7.57K +146 +3%
AWM
363
Avior Wealth Management
Nebraska
$339K +$254K +4,907 New
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$253K +4,881 New
KCP
365
Kera Capital Partners
California
$331K +$248K +4,785 New
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$330K -$61.4K -1,184 -20%
GI
367
GAMMA Investing
California
$321K +$2.49K +48 +1%
DT
368
Diversified Trust
Tennessee
$315K -$118K -2,274 -33%
AC
369
ASB Consultores
Florida
$312K +$234K +4,511 New
ACA
370
Aspire Capital Advisors
Washington
$310K +$232K +4,482 New
VT
371
Vise Technologies
New York
$303K +$227K +4,380 New
KAS
372
Kestra Advisory Services
Texas
$299K +$224K +4,328 New
FIA
373
Foundations Investment Advisors
Arizona
$298K +$223K +4,305 New
SH
374
SLT Holdings
Arizona
$298K +$223K +4,305 New
CB
375
Commerce Bank
Missouri
$293K +$220K +4,237 New