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Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$289K +$274K +571 New
PAG
302
Private Advisor Group
New Jersey
$286K +$2.4K +5 +0.9%
Mitsubishi UFJ Trust & Banking
303
Mitsubishi UFJ Trust & Banking
Japan
$273K -$958K -1,997 -79%
RHJA
304
Rice Hall James & Associates
California
$273K +$258K +538 New
SCA
305
Stonebridge Capital Advisors
Minnesota
$255K
AF
306
Alerus Financial
North Dakota
$253K
Creative Planning
307
Creative Planning
Kansas
$253K
MA
308
MCF Advisors
Kentucky
$253K +$240K +500 New
VNA
309
Valley National Advisers
Pennsylvania
$252K
JAG
310
Journey Advisory Group
Kentucky
$252K +$239K +498 New
SFG
311
SNS Financial Group
Minnesota
$251K
AWM
312
Axxcess Wealth Management
California
$247K -$14.9K -31 -6%
WA
313
Wealth Alliance
New York
$244K +$34.1K +71 +17%
SW
314
SkyOak Wealth
Michigan
$241K +$4.32K +9 +2%
MOS
315
MGO One Seven
Ohio
$240K -$13.4K -28 -6%
HWAM
316
Hennion & Walsh Asset Management
New Jersey
$228K +$216K +451 New
H6H
317
Hightower 6M Holding
Kansas
$226K +$214K +446 New
MPPW
318
Mitchell & Pahl Private Wealth
Oklahoma
$226K +$214K +446 New
WTC
319
WhitTier Trust Company
Nevada
$223K -$28.8K -60 -12%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$223K +$211K +441 New
BC
321
Burney Company
Virginia
$213K
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$212K
AC
323
Aristides Capital
Kentucky
$204K +$193K +403 New
TF
324
Tompkins Financial
New York
$203K
Wealthfront Advisers
325
Wealthfront Advisers
California
$200K -$15.3K -32 -7%