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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$272K -$235K -4,174 -45%
LFA
427
Legacy Financial Advisors
Kentucky
$271K -$564 -10 -0.2%
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$269K +$8.29K +147 +3%
PA
429
Pinnacle Associates
New York
$268K -$91.9K -1,630 -25%
OWP
430
Obermeyer Wealth Partners
Colorado
$268K
Walleye Trading
431
Walleye Trading
New York
$268K +$282K +5,000 New
IWC
432
Integrated Wealth Concepts
Massachusetts
$267K +$846 +15 +0.3%
AP
433
Americana Partners
Texas
$266K -$24.1K -428 -8%
OAM
434
Oppenheimer Asset Management
New York
$265K +$41.8K +741 +18%
TC
435
TownSquare Capital
Utah
$263K +$277K +4,920 New
CCFM
436
Clear Creek Financial Management
Washington
$261K -$90.1K -1,598 -25%
FHA
437
Flagship Harbor Advisors
Massachusetts
$260K -$267K -4,733 -49%
BCM
438
Bourgeon Capital Management
Connecticut
$254K +$268K +4,751 New
VI
439
Vestcor Inc
New Brunswick, Canada
$247K
Allspring Global Investments
440
Allspring Global Investments
North Carolina
$246K -$28.9K -512 -10%
PP
441
Pingora Partners
Wyoming
$246K
SPC
442
Sigma Planning Corp
Michigan
$246K -$22.6K -400 -8%
CL
443
Choreo LLC
Illinois
$242K +$250K +4,426 New
KWA
444
Kingswood Wealth Advisors
California
$241K -$6.09K -108 -2%
SCM
445
Silvant Capital Management
Georgia
$239K -$3.33K -59 -1%
GAM
446
Griffin Asset Management
New York
$238K
IPW
447
Impact Partnership Wealth
Georgia
$235K +$129K +2,284 +108%
DG
448
DMC Group
Alabama
$233K +$21.3K +378 +9%
GC
449
GFG Capital
Florida
$231K
SFG
450
Sovereign Financial Group
Connecticut
$230K +$21.1K +374 +10%