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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
526
Brown Advisory
Maryland
$285K +$307K +3,507 New
BEW
527
Burton Enright Welch
California
$285K +$88 +1 +0%
SFC
528
SYM Financial Corp
Indiana
$283K +$5.34K +61 +2%
SI
529
Stephens Inc
Arkansas
$283K -$12.3K -140 -4%
Mackenzie Financial
530
Mackenzie Financial
Ontario, Canada
$281K +$27.2K +311 +10%
VWM
531
Venturi Wealth Management
Texas
$280K +$75.1K +857 +33%
DWT
532
Dorsey & Whitney Trust
South Dakota
$277K +$4.55K +52 +2%
CIM
533
Cambria Investment Management
California
$275K +$295K +3,373 New
RA
534
RFG Advisory
Alabama
$274K +$295K +3,366 New
ARC
535
Advisor Resource Council
Texas
$271K +$300K +3,420 New
KIA
536
Knollwood Investment Advisory
Maryland
$269K
PI
537
PFG Investments
New York
$266K +$4.12K +47 +1%
BP
538
Ballentine Partners
Massachusetts
$266K +$15.2K +174 +6%
PA
539
Pinnacle Associates
New York
$264K -$876 -10 -0.3%
AP
540
Adero Partners
California
$263K +$18.6K +212 +7%
TLCM
541
Twin Lakes Capital Management
California
$263K
VSQM
542
V-Square Quantitative Management
Illinois
$260K +$16.3K +186 +6%
SI
543
Seeds Investor
New York
$258K +$278K +3,172 New
VFA
544
Valeo Financial Advisors
Indiana
$256K +$27.5K +314 +11%
FAM
545
Fred Alger Management
New York
$256K +$275K +3,143 New
CWM
546
Cordatus Wealth Management
Pennsylvania
$252K +$271K +3,097 New
OL
547
Optas LLC
Texas
$251K +$19.2K +219 +8%
OIA
548
OneDigital Investment Advisors
Kansas
$249K +$36.3K +414 +16%
MMA
549
Miracle Mile Advisors
California
$246K +$14.5K +165 +6%
TWPM
550
Total Wealth Planning & Management
Florida
$246K -$39.2K -448 -13%