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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Selective Wealth Management
Virginia
$272K +$92.5K +1,700 +53%
WAM
277
Wakefield Asset Management
Colorado
$267K -$2.23K -41 -0.8%
IRC
278
Investors Research Corp
Georgia
$265K
OFS
279
OneAscent Financial Services
Alabama
$263K +$32.9K +604 +15%
CCT
280
Country Club Trust
Missouri
$256K -$22.1K -407 -8%
EH
281
Employers Holdings
Nevada
$253K +$250K +4,588 New
CGH
282
Crossmark Global Holdings
Texas
$252K -$2.61K -48 -1%
CI
283
Conning Inc
Connecticut
$252K +$10.8K +198 +5%
PTC
284
Private Trust Company
Ohio
$251K +$653 +12 +0.3%
V
285
Veritable
Delaware
$247K -$14.7K -270 -6%
GWM
286
Geneos Wealth Management
Colorado
$234K +$5.39K +99 +2%
MWM
287
Mission Wealth Management
California
$224K +$8.65K +159 +4%
CIA
288
Choate Investment Advisors
Massachusetts
$217K
CF
289
Corrigan Financial
Rhode Island
$217K
MIAN
290
Mariner Independent Advisor Network
Kansas
$212K +$209K +3,835 New
PA
291
Profund Advisors
Maryland
$209K +$7.18K +132 +4%
PWPS
292
Pinnacle Wealth Planning Services
Ohio
$204K +$200K +3,681 New
CFB
293
Cullen/Frost Bankers
Texas
$200K +$980 +18 +0.5%
GC
294
Gilbert & Cook
Iowa
$200K +$197K +3,617 New
WF
295
Welch & Forbes
Massachusetts
$195K
SFSG
296
Stearns Financial Services Group
North Carolina
$195K +$1.09K +20 +0.6%
D.E. Shaw & Co
297
D.E. Shaw & Co
New York
$194K -$1.46M -26,857 -88%
KAS
298
Kestra Advisory Services
Texas
$186K +$183K +3,368 New
JF
299
Jump Financial
Illinois
$183K +$181K +3,320 New
HI
300
Horizon Investments
North Carolina
$182K -$87.2K -1,602 -33%