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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
401
Argyle Capital Partners
California
$274K
TPCW
402
TD Private Client Wealth
New York
$270K -$7.36K -82 -3%
AWM
403
Axxcess Wealth Management
California
$267K +$1.44K +16 +0.5%
MCM
404
Mengis Capital Management
Oregon
$261K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$258K +$71.9K +801 +38%
CT
406
Chicago Trust
Illinois
$258K +$10.7K +119 +4%
FW
407
FullCircle Wealth
Texas
$256K +$25.2K +281 +11%
GIM
408
Glenmede Investment Management
Pennsylvania
$255K +$259K +2,891 New
VFA
409
Valeo Financial Advisors
Indiana
$255K +$17.3K +193 +7%
Envestnet Portfolio Solutions
410
Envestnet Portfolio Solutions
Illinois
$252K -$88.2K -983 -26%
TAM
411
Titleist Asset Management
Texas
$247K -$47.3K -527 -16%
WFI
412
West Family Investments
California
$246K +$55.7K +621 +29%
PSP
413
Principal Street Partners
Tennessee
$245K +$249K +2,780 New
CCA
414
Checchi Capital Advisers
California
$241K +$4.93K +55 +2%
William Blair & Company
415
William Blair & Company
Illinois
$237K -$32.7K -364 -12%
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
$235K -$65K -725 -21%
PGFC
417
Peapack-Gladstone Financial Corp
New Jersey
$233K +$269 +3 +0.1%
SRL
418
Scientech Research LLC
New Jersey
$233K -$606K -6,751 -72%
JWCA
419
J.W. Cole Advisors
Florida
$230K +$4.13K +46 +2%
HR
420
Hardy Reed
Mississippi
$230K -$1.35K -15 -0.6%
BWM
421
Baron Wealth Management
Michigan
$229K -$77.2K -861 -25%
MG
422
Mather Group
Illinois
$228K -$5.2K -58 -2%
SAM
423
Sawgrass Asset Management
Florida
$227K
Lido Advisors
424
Lido Advisors
California
$227K -$13.7K -153 -6%
IAA
425
Independent Advisor Alliance
North Carolina
$227K +$3.77K +42 +2%