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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
326
Total Clarity Wealth Management
Illinois
$284K -$6.94K -100 -2%
LWAM
327
Legacy Wealth Asset Management
Minnesota
$273K -$2.07M -29,786 -86%
HCP
328
Holt Capital Partners
Texas
$270K +$38.2K +550 +13%
BFA
329
Buttonwood Financial Advisors
Maryland
$266K – – –
WWP
330
WR Wealth Planners
Missouri
$266K -$15.1K -218 -5%
WT
331
Whittier Trust
California
$259K +$11.5K +166 +4%
CAL
332
Capital Analysts LLC
Pennsylvania
$258K -$4.86K -70 -2%
CCA
333
Checchi Capital Advisers
California
$255K -$19.5K -281 -6%
DBRC
334
D.B. Root & Company
Pennsylvania
$246K +$694 +10 +0.2%
CAN
335
Cetera Advisor Networks
California
$246K +$20.4K +294 +8%
FRM
336
Fox Run Management
Connecticut
$241K +$287K +4,141 New
WI
337
WrapManager Inc
California
$240K -$44.9K -647 -14%
LJAC
338
L.J. Altfest & Co
New York
$237K +$7.21K +104 +3%
PA
339
Parallel Advisors
California
$235K -$1.46K -21 -0.5%
PAM
340
Palisade Asset Management
Minnesota
$234K – – –
4WM
341
44 Wealth Management
Oregon
$227K – – –
AO
342
Advisor OS
Illinois
$227K – – –
LNC
343
Lincoln National Corp
Pennsylvania
$226K +$59.1K +852 +28%
FB
344
Fulton Bank
Pennsylvania
$225K +$26.8K +387 +11%
SPP
345
Single Point Partners
Massachusetts
$225K +$269K +3,872 New
TFS
346
Thoroughbred Financial Services
Tennessee
$224K -$89.3K -1,287 -25%
OWA
347
One Wealth Advisors
California
$223K +$1.8K +26 +0.7%
LWAC
348
Laurel Wealth Advisors (California)
California
$221K +$139 +2 +0.1%
Voloridge Investment Management
349
Voloridge Investment Management
Florida
$221K +$263K +3,796 New
PWP
350
Pursue Wealth Partners
California
$220K – – –