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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
$277K +$272K +5,007 New
SWM
277
Selective Wealth Management
Virginia
$272K +$92.5K +1,700 +53%
WAM
278
Wakefield Asset Management
Colorado
$267K -$2.23K -41 -0.8%
IRC
279
Investors Research Corp
Georgia
$265K – – –
OFS
280
OneAscent Financial Services
Alabama
$263K +$32.9K +604 +15%
CCT
281
Country Club Trust
Missouri
$256K -$22.1K -407 -8%
EH
282
Employers Holdings
Nevada
$253K +$250K +4,588 New
CGH
283
Crossmark Global Holdings
Texas
$252K -$2.61K -48 -1%
CI
284
Conning Inc
Connecticut
$252K +$10.8K +198 +5%
PTC
285
Private Trust Company
Ohio
$251K +$653 +12 +0.3%
V
286
Veritable
Delaware
$247K -$14.7K -270 -6%
GWM
287
Geneos Wealth Management
Colorado
$234K +$5.39K +99 +2%
MWM
288
Mission Wealth Management
California
$224K +$8.65K +159 +4%
CIA
289
Choate Investment Advisors
Massachusetts
$217K – – –
CF
290
Corrigan Financial
Rhode Island
$217K – – –
MIAN
291
Mariner Independent Advisor Network
Kansas
$212K +$209K +3,835 New
PA
292
Profund Advisors
Maryland
$209K +$7.18K +132 +4%
PWPS
293
Pinnacle Wealth Planning Services
Ohio
$204K +$200K +3,681 New
CFB
294
Cullen/Frost Bankers
Texas
$200K +$980 +18 +0.5%
GC
295
Gilbert & Cook
Iowa
$200K +$197K +3,617 New
WF
296
Welch & Forbes
Massachusetts
$195K – – –
SFSG
297
Stearns Financial Services Group
North Carolina
$195K +$1.09K +20 +0.6%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$194K -$1.46M -26,857 -88%
KAS
299
Kestra Advisory Services
Texas
$186K +$183K +3,368 New
JF
300
Jump Financial
Illinois
$183K +$181K +3,320 New