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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Forum Financial Management
Illinois
$269K +$241K +365 New
VAS
327
Vestmark Advisory Solutions
Massachusetts
$268K -$199K -302 -45%
MYIA
328
Mount Yale Investment Advisors
Colorado
$268K +$240K +364 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$267K +$104K +158 +78%
SPIA
330
Steward Partners Investment Advisory
New York
$266K +$1.98K +3 +0.8%
MFG
331
Merit Financial Group
Georgia
$266K +$237K +360 New
P
332
Pitcairn
Pennsylvania
$261K -$64.6K -98 -22%
DWT
333
Dorsey & Whitney Trust
South Dakota
$260K +$233K +353 New
UCFA
334
United Capital Financial Advisors
Texas
$252K +$226K +342 New
NW
335
NewEdge Wealth
Pennsylvania
$252K +$200K +303 New
HWM
336
HB Wealth Management
Georgia
$250K +$223K +338 New
WSFS
337
Wilmington Savings Fund Society
Delaware
$248K -$1.16M -1,766 -84%
BAM
338
Blueshift Asset Management
New Jersey
$248K +$222K +336 New
AWM
339
Axxcess Wealth Management
California
$247K +$221K +335 New
AC
340
AlphaCore Capital
California
$241K +$216K +327 New
BBW
341
Blue Barn Wealth
Utah
$237K +$212K +322 New
VCM
342
Versant Capital Management
Arizona
$235K +$28.4K +43 +16%
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
$226K +$5.93K +9 +2%
DAS
344
Diversify Advisory Services
Utah
$218K +$174K +264 New
BP
345
BBR Partners
New York
$214K +$191K +290 New
EI
346
Ellevest Inc
New York
$213K +$191K +289 New
FRA
347
Frank Rimerman Advisors
California
$212K +$190K +288 New
AP
348
Antipodes Partners
Australia
$212K -$29.7K -45 -14%
RCAG
349
Rehmann Capital Advisory Group
Michigan
$212K +$189K +287 New
STA
350
Summit Trail Advisors
New York
$211K +$189K +286 New