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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$290K -$49.2K -973 -14%
BF
252
Brucke Financial
Indiana
$289K +$67.9K +1,341 +28%
HCA
253
Hyperion Capital Advisors
New York
$289K – – –
NWAG
254
Net Worth Advisory Group
Utah
$285K +$6.17K +122 +2%
VWM
255
Venturi Wealth Management
Texas
$282K -$28.7K -567 -9%
SPS
256
Susquehanna Portfolio Strategies
Pennsylvania
$280K +$295K +5,830 New
AAS
257
Avantax Advisory Services
Texas
$278K +$1.82K +36 +0.6%
USAA
258
United Services Automobile Association
Texas
$267K +$286K +5,658 New
PAS
259
Park Avenue Securities
New York
$265K -$23K -455 -8%
ACA
260
Atlas Capital Advisors
Wyoming
$262K -$263K -5,206 -49%
AF
261
Atala Financial
California
$259K – – –
PCMC
262
Paragon Capital Management (Colorado)
Colorado
$255K +$1.77K +35 +0.7%
HCMT
263
Highland Capital Management (Tennessee)
Tennessee
$254K +$53K +1,047 +25%
PWM
264
Paulson Wealth Management
Illinois
$252K – – –
CI Investments Inc
265
CI Investments Inc
Ontario, Canada
$251K +$27.3K +539 +12%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$249K +$7.14K +141 +3%
Hudson Bay Capital Management
267
Hudson Bay Capital Management
Connecticut
$240K +$253K +4,999 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$238K +$12.4K +246 +5%
LA
269
Legacy Advisors
Pennsylvania
$237K +$27.1K +536 New
EC
270
EntryPoint Capital
New York
$234K +$247K +4,874 New
PTC
271
Petrus Trust Company
Texas
$233K +$245K +4,848 New
MQWP
272
Morey & Quinn Wealth Partners
Nebraska
$232K – – –
URS
273
Utah Retirement Systems
Utah
$231K – – –
SCM
274
Sterling Capital Management
North Carolina
$230K -$27.5K -544 -10%
C
275
Covestor
United Kingdom
$219K +$15K +297 +7%