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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
726
Dynamic Advisor Solutions
Arizona
$272K +$11K +55 +4%
TCB
727
Texas Capital Bancshares
Texas
$270K
SMH
728
Sanders Morris Harris
Texas
$269K
LWP
729
Legacy Wealth Planning
Nevada
$267K
TC
730
Titleist Capital
Texas
$266K +$1.4K +7 +0.5%
FAIM
731
Financial Advocates Investment Management
Washington
$266K +$3K +15 +1%
CAG
732
Csenge Advisory Group
Florida
$266K +$262K +1,309 New
HIC
733
Harvey Investment Company
Kentucky
$265K
OIA
734
OneDigital Investment Advisors
Kansas
$265K +$4.41K +22 +2%
PL
735
Parthenon LLC
Kentucky
$264K
PAS
736
Professional Advisory Services
Florida
$264K
MA
737
MJP Associates
Connecticut
$264K +$43.9K +219 +20%
GL
738
Graypoint LLC
New York
$263K -$3.41K -17 -1%
BWA
739
Burt Wealth Advisors
Maryland
$263K
CWM
740
Chemistry Wealth Management
New York
$263K +$259K +1,294 New
DJSG
741
D.J. St. Germain
Massachusetts
$261K
HIA
742
Harbor Investment Advisory
Maryland
$260K -$8.82K -44 -3%
Financial Engines Advisors
743
Financial Engines Advisors
California
$257K -$6.21K -31 -2%
LIA
744
LS Investment Advisors
Michigan
$256K
HA
745
Hofer & Associates
California
$256K +$27.3K +136 +12%
BHIA
746
Birch Hill Investment Advisors
Massachusetts
$254K
TCM
747
Tradewinds Capital Management
Washington
$254K
LFA
748
Legacy Financial Advisors
Kentucky
$253K +$23.6K +118 +10%
AAM
749
Aureus Asset Management
Massachusetts
$252K -$40.1K -200 -14%
BFO
750
Biltmore Family Office
North Carolina
$251K