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Name Holding Trade Value Shares
Change
Change in
Stake
APG
401
Abacus Planning Group
South Carolina
$253K
SVWA
402
Sound View Wealth Advisors
Georgia
$252K +$268K +3,113 New
TSS
403
Two Sigma Securities
New York
$248K +$264K +3,065 New
SS
404
Simplicity Solutions
Minnesota
$243K -$54.3K -630 -17%
HPC
405
Hobart Private Capital
North Carolina
$242K -$21.9K -254 -8%
JIC
406
Johnson Investment Counsel
Ohio
$241K -$24.5K -284 -9%
OWA
407
One Wealth Advisors
California
$240K -$38.7K -449 -13%
BHTS
408
Bar Harbor Trust Services
Maine
$238K
MAM
409
Martingale Asset Management
Massachusetts
$238K +$251K +2,913 New
QI
410
Qtron Investments
Massachusetts
$236K +$251K +2,915 New
SWP
411
Stratos Wealth Partners
Ohio
$232K +$172 +2 +0.1%
ACM
412
Alta Capital Management
Utah
$231K +$20.7K +240 +9%
SSWM
413
Smith Salley Wealth Management
North Carolina
$230K -$5.86K -68 -2%
CCA
414
Catalyst Capital Advisors
New York
$219K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$217K +$16.5K +192 +8%
PTC
416
Petrus Trust Company
Texas
$215K -$121K -1,410 -35%
FAAS
417
First Allied Advisory Services
California
$209K -$27.1K -315 -11%
AWM
418
AE Wealth Management
Kansas
$205K -$214K -2,482 -50%
Creative Planning
419
Creative Planning
Kansas
$204K -$13.5K -157 -6%
QT
420
Quantamental Technologies
New York
$203K +$216K +2,503 New
LPWM
421
Lake Point Wealth Management
Texas
$200K +$213K +2,473 New
NL
422
NKCFO LLC
Illinois
$192K +$205K +2,375 New
BWP
423
Baldwin Wealth Partners
Massachusetts
$184K
ER
424
Enlightenment Research
Florida
$170K +$181K +2,100 New
PCM
425
Prelude Capital Management
New York
$160K +$69.8K +810 +70%