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Name Holding Trade Value Shares
Change
Change in
Stake
AF
676
Advisornet Financial
Minnesota
$300K -$10.5K -240 -3%
PC
677
PCB Capital
New Jersey
$300K +$12.9K +293 +4%
PL
678
Plancorp LLC
Missouri
$298K +$1.93K +44 +0.6%
PCIA
679
Prime Capital Investment Advisors
Kansas
$298K +$1.14K +26 +0.3%
1WA
680
180 Wealth Advisors
Washington
$297K -$3.07K -70 -0.9%
GIC
681
Generali Investments CEE
Czech Republic
$296K – – –
SOS
682
Silver Oak Securities
Tennessee
$294K -$9.65K -220 -3%
VCM
683
Versant Capital Management
Arizona
$294K +$16.1K +366 +5%
LFAS
684
Level Four Advisory Services
Texas
$294K -$106K -2,411 -23%
LCM
685
Lionhunter Capital Management
New York
$293K +$348K +7,936 New
ESB
686
Essex Savings Bank
Connecticut
$292K -$7.81K -178 -2%
Envestnet Portfolio Solutions
687
Envestnet Portfolio Solutions
Illinois
$292K -$9.3K -212 -3%
LSIA
688
LaSalle St. Investment Advisors
Illinois
$292K -$5.35K -122 -2%
OFG
689
Oxford Financial Group
Indiana
$291K -$9.26K -211 -3%
SWA
690
Shah Wealth Advisors
California
$289K +$344K +7,832 New
MWM
691
Maridea Wealth Management
New York
$289K +$97.1K +2,212 +40%
CAM
692
CPA Asset Management
Florida
$288K – – –
FNBOO
693
First National Bank of Omaha
Nebraska
$286K +$2.9K +66 +0.9%
WDG
694
Wealth Dimensions Group
Ohio
$286K +$176 +4 +0.1%
OFS
695
OneAscent Financial Services
Alabama
$285K -$61.5K -1,402 -15%
Lazard Asset Management
696
Lazard Asset Management
New York
$284K -$104K -2,377 -24%
CIA
697
Cape Investment Advisory
Georgia
$284K +$25K +570 +8%
AP
698
Advisors Preferred
Maryland
$283K +$332K +7,558 New
AWM
699
Accel Wealth Management
Iowa
$282K -$12.1K -275 -3%
HP
700
Holistic Planning
Texas
$281K -$702 -16 -0.2%