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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
176
Archer Investment Corporation
Indiana
$327K +$259K +5,782 New
RS
177
R Squared
Hong Kong
$326K -$285K -6,362 -53%
DWM
178
Drive Wealth Management
Utah
$325K +$2.65K +59 +1%
PAW
179
Plan A Wealth
Nebraska
$324K +$6.41K +143 +3%
ACA
180
Atlas Capital Advisors
Wyoming
$322K -$13.9K -311 -5%
SP
181
SmartHarvest Portfolios
Washington
$321K -$30.3K -676 -11%
MFG
182
Merit Financial Group
Georgia
$315K +$250K +5,564 New
CCA
183
Carrera Capital Advisors
Michigan
$311K
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$308K -$91.3K -2,037 -27%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$297K -$526K -11,728 -69%
CA
186
CoreCap Advisors
Michigan
$295K +$202K +4,500 +628%
HWM
187
HB Wealth Management
Georgia
$295K +$234K +5,211 New
William Blair & Company
188
William Blair & Company
Illinois
$294K +$233K +5,200 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$292K +$172K +3,828 +288%
MA
190
MBA Advisors
Pennsylvania
$283K +$224K +5,000 New
TWC
191
TD Waterhouse Canada
Ontario, Canada
$281K +$207K +4,620 +915%
BWA
192
Basecamp Wealth Advisors
Washington
$278K
SWP
193
Sagespring Wealth Partners
Tennessee
$276K +$219K +4,877 New
FMI
194
Frec Markets Inc
California
$270K +$214K +4,778 New
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$270K +$1.08K +24 +0.5%
PFS
196
Prospera Financial Services
Texas
$264K +$209K +4,661 New
CB
197
Commerce Bank
Missouri
$262K +$208K +4,628 New
IAA
198
Independent Advisor Alliance
North Carolina
$262K +$207K +4,626 New
EI
199
Ethic Inc
New York
$258K +$205K +4,563 New
MWM
200
Manske Wealth Management
Texas
$258K +$204K +4,550 New