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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
426
MBM Wealth Consultants
Missouri
$223K – – –
SFS
427
Stiles Financial Services
Minnesota
$223K +$2.85K +63 +1%
VPI
428
Value Partners Investments
Manitoba, Canada
$223K +$1.22K +27 +0.5%
IWM
429
IHT Wealth Management
Illinois
$220K +$222K +4,917 New
FFA
430
First Foundation Advisors
California
$220K -$9.31K -206 -4%
BPA
431
Beacon Pointe Advisors
California
$219K -$7.54K -167 -3%
American Century Companies
432
American Century Companies
Missouri
$219K +$4.7K +104 +2%
SIC
433
Sterling Investment Counsel
New York
$219K +$2.48K +55 +1%
TA
434
Townsend & Associates
Colorado
$216K +$203K +4,500 New
PIA
435
Pinion Investment Advisors
Kansas
$215K -$38.2K -845 -15%
FIA
436
Foundations Investment Advisors
Arizona
$215K +$8.36K +185 +4%
HNWAG
437
High Net Worth Advisory Group
Florida
$211K – – –
GT
438
Glenmede Trust
Pennsylvania
$208K +$209K +4,635 New
BC
439
Burney Company
Virginia
$206K -$5.6K -124 -3%
FTDI
440
First Trust Direct Indexing
Massachusetts
$205K +$207K +4,574 New
PCP
441
Proficio Capital Partners
Massachusetts
$205K -$7.54K -167 -4%
JWM
442
Jeppson Wealth Management
California
$204K – – –
CSC
443
Caldwell Sutter Capital
California
$202K +$204K +4,514 New
HIA
444
Harbor Investment Advisory
Maryland
$202K – – –
SPIA
445
Steward Partners Investment Advisory
New York
$201K -$73K -1,616 -27%
Jones Financial Companies
446
Jones Financial Companies
Missouri
$194K +$26.2K +581 +15%
GWM
447
Geneos Wealth Management
Colorado
$185K -$311K -6,888 -63%
BEI
448
Benjamin Edwards Inc
Missouri
$184K +$8.85K +196 +5%
JWM
449
Janiczek Wealth Management
Colorado
$176K +$4.16K +92 +3%
BWL
450
Bogart Wealth LLC
Virginia
$171K -$3.25K -72 -2%