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Best Buy

Name Holding Trade Value Shares
Change
Change in
Stake
RA
551
Rise Advisors
New York
$230K +$294 +4 +0.1%
JWCA
552
J.W. Cole Advisors
Florida
$227K -$80.1K -1,088 -28%
WPC
553
Wedmont Private Capital
Pennsylvania
$227K +$201K +2,731 New
BWM
554
Baystate Wealth Management
Massachusetts
$224K +$1.99K +27 +1%
FTDI
555
First Trust Direct Indexing
Massachusetts
$220K +$202K +2,739 New
LPT
556
Legacy Private Trust
Wisconsin
$217K -$172K -2,330 -46%
MC
557
Moors & Cabot
Massachusetts
$216K -$44.2K -600 -18%
EWM
558
Empirical Wealth Management
Washington
$214K +$196K +2,664 New
AIP
559
Ameritas Investment Partners
Nebraska
$213K
PFM
560
Patton Fund Management
Texas
$213K +$195K +2,653 New
SI
561
Saxon Interests
Texas
$213K +$191K +2,592 New
CG
562
Caprock Group
Idaho
$212K +$192K +2,611 New
IWM
563
IHT Wealth Management
Illinois
$212K +$194K +2,638 New
AC
564
Allstate Corporation
Illinois
$211K -$614K -8,338 -76%
AIM
565
Allstate Investment Management
Illinois
$211K +$193K +2,627 New
IAG
566
Ipsen Advisor Group
Arkansas
$211K +$193K +2,626 New
FMLI
567
Fukoku Mutual Life Insurance
Japan
$210K +$193K +2,620 New
BJL
568
Brighton Jones LLC
Washington
$209K -$76.4K -1,038 -29%
RFA
569
Resurgent Financial Advisors
Georgia
$209K +$192K +2,602 New
APP
570
Alpha Paradigm Partners
Illinois
$208K -$468K -6,364 -71%
BC
571
Burney Company
Virginia
$207K +$190K +2,581 New
AI
572
Accredited Investors
Minnesota
$207K +$190K +2,575 New
BTWM
573
Baker Tilly Wealth Management
Wisconsin
$206K +$189K +2,574 New
MA
574
Mutual Advisors
Nebraska
$206K +$189K +2,573 New
Dimensional Fund Advisors
575
Dimensional Fund Advisors
Texas
$206K -$601K -8,167 -0.3%