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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
376
Personal CFO Solutions
New Jersey
$246K -$8.05K -115 -3%
EWA
377
EP Wealth Advisors
California
$245K -$56.5K -806 -18%
GT
378
Greenleaf Trust
Michigan
$244K -$4.41K -63 -2%
S4W
379
Solutions 4 Wealth
Texas
$244K – – –
SFS
380
Sowell Financial Services
Arkansas
$243K +$34.2K +488 +16%
TVPW
381
Third View Private Wealth
Connecticut
$243K -$77.2K -1,102 -23%
RCSA
382
REYL & Cie S.A.
Switzerland
$241K +$228K +3,254 New
NRC
383
New Republic Capital
North Carolina
$239K -$26.8K -383 -10%
MYIA
384
Mount Yale Investment Advisors
Colorado
$238K -$32.9K -470 -12%
KCM
385
Kathmere Capital Management
Pennsylvania
$236K +$560 +8 +0.2%
GT
386
Glenmede Trust
Pennsylvania
$231K -$17.5K -250 -7%
GRP
387
Global Retirement Partners
California
$230K +$240K +3,423 New
STA
388
Summit Trail Advisors
New York
$228K -$251K -3,579 -51%
ACM
389
Alta Capital Management
Utah
$226K +$22.2K +317 +10%
PAG
390
Private Advisor Group
New Jersey
$225K +$235K +3,358 New
AAP
391
Arax Advisory Partners
Colorado
$224K +$159K +2,263 +211%
SLWA
392
San Luis Wealth Advisors
California
$222K -$10.8K -154 -4%
GC
393
Guggenheim Capital
Illinois
$220K +$21.4K +306 +10%
IWC
394
Integrated Wealth Concepts
Massachusetts
$219K -$148K -2,112 -39%
VAS
395
Vestmark Advisory Solutions
Massachusetts
$218K -$42.3K -604 -16%
NW
396
NewEdge Wealth
Pennsylvania
$217K -$54K -771 -19%
AssetMark Inc
397
AssetMark Inc
California
$216K -$14.5K -207 -6%
AWA
398
Aaron Wealth Advisors
Illinois
$215K -$125K -1,784 -36%
HSG
399
Helen Stephens Group
Texas
$214K +$223K +3,184 New
NA
400
NewEdge Advisors
Louisiana
$214K -$8.54K -122 -4%