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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
226
Transcend Capital Advisors
New Jersey
$260K +$19.2K +816 +8%
BCI
227
Brinker Capital Investments
Pennsylvania
$256K -$509K -21,625 -66%
OPS
228
Orion Portfolio Solutions
Nebraska
$256K -$509K -21,625 -66%
TC
229
TownSquare Capital
Utah
$256K +$24.2K +1,029 +10%
ECM
230
Evergreen Capital Management
Washington
$254K +$20.2K +860 +9%
MGP
231
Metis Global Partners
California
$254K +$3.25K +138 +1%
CSC
232
Caldwell Sutter Capital
California
$253K +$3.88K +165 +2%
MFG
233
Merit Financial Group
Georgia
$248K +$254K +10,806 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$244K +$3.03K +129 +1%
FA
235
Fiduciary Alliance
South Carolina
$240K +$12.2K +519 +5%
FNT
236
First National Trust
Pennsylvania
$238K
BSTWA
237
Blake Schutter Theil Wealth Advisors
Ohio
$236K +$242K +10,291 New
Focus Partners Wealth
238
Focus Partners Wealth
Massachusetts
$235K -$57.2K -2,430 -19%
PWA
239
Provenance Wealth Advisors
Florida
$234K +$240K +10,210 New
IC
240
Inscription Capital
Texas
$226K +$156K +6,650 New
KWM
241
Kingsview Wealth Management
Oregon
$224K +$21.5K +916 +10%
PI
242
PineBridge Investments
New York
$223K +$159K +6,752 New
AllianceBernstein
243
AllianceBernstein
Tennessee
$220K -$24 -1 -0%
KAS
244
Kestra Advisory Services
Texas
$219K -$106K -4,493 -32%
KA
245
KLCM Advisors
Wisconsin
$213K
VCM
246
Versant Capital Management
Arizona
$212K +$191K +8,113 +722%
VFA
247
Voya Financial Advisors
Connecticut
$212K -$84.5K -3,593 -28%
PA
248
Parallel Advisors
California
$208K -$90.8K -3,862 -30%
GCC
249
Guardian Capital (Canada)
Ontario, Canada
$207K -$32.9K -1,400 -13%
CWM
250
Congress Wealth Management
Massachusetts
$206K -$267K -11,361 -56%