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Best Buy

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
551
Tradition Wealth Management
Minnesota
$230K +$957 +13 +0.5%
RA
552
Rise Advisors
New York
$230K +$294 +4 +0.1%
JWCA
553
J.W. Cole Advisors
Florida
$227K -$80.1K -1,088 -28%
WPC
554
Wedmont Private Capital
Pennsylvania
$227K +$201K +2,731 New
BWM
555
Baystate Wealth Management
Massachusetts
$224K +$1.99K +27 +1%
FTDI
556
First Trust Direct Indexing
Massachusetts
$220K +$202K +2,739 New
LPT
557
Legacy Private Trust
Wisconsin
$217K -$172K -2,330 -46%
MC
558
Moors & Cabot
Massachusetts
$216K -$44.2K -600 -18%
EWM
559
Empirical Wealth Management
Washington
$214K +$196K +2,664 New
AIP
560
Ameritas Investment Partners
Nebraska
$213K – – –
PFM
561
Patton Fund Management
Texas
$213K +$195K +2,653 New
SI
562
Saxon Interests
Texas
$213K +$191K +2,592 New
CG
563
Caprock Group
Idaho
$212K +$192K +2,611 New
IWM
564
IHT Wealth Management
Illinois
$212K +$194K +2,638 New
AC
565
Allstate Corporation
Illinois
$211K -$614K -8,338 -76%
AIM
566
Allstate Investment Management
Illinois
$211K +$193K +2,627 New
IAG
567
Ipsen Advisor Group
Arkansas
$211K +$193K +2,626 New
FMLI
568
Fukoku Mutual Life Insurance
Japan
$210K +$193K +2,620 New
BJL
569
Brighton Jones LLC
Washington
$209K -$76.4K -1,038 -29%
RFA
570
Resurgent Financial Advisors
Georgia
$209K +$192K +2,602 New
APP
571
Alpha Paradigm Partners
Illinois
$208K -$468K -6,364 -71%
BC
572
Burney Company
Virginia
$207K +$190K +2,581 New
AI
573
Accredited Investors
Minnesota
$207K +$190K +2,575 New
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$206K +$189K +2,574 New
MA
575
Mutual Advisors
Nebraska
$206K +$189K +2,573 New