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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
601
Founders Financial Alliance
North Carolina
$259K
AAM
602
Advisors Asset Management
Colorado
$257K +$284K +1,428 New
BAAM
603
Baker Avenue Asset Management
California
$256K +$2.38K +12 +0.9%
GIA
604
Gateway Investment Advisers
Ohio
$256K +$283K +1,423 New
NP
605
NorthRock Partners
Minnesota
$256K +$282K +1,422 New
BP
606
Ballentine Partners
Massachusetts
$256K -$141K -711 -33%
JSW
607
Journey Strategic Wealth
New Jersey
$255K +$281K +1,416 New
DWP
608
Daymark Wealth Partners
Ohio
$253K +$279K +1,403 New
WMN
609
Wealth Management Nebraska
Nebraska
$252K
KPWS
610
Kestra Private Wealth Services
Texas
$250K -$9.34K -47 -3%
WCP
611
Wick Capital Partners
Pennsylvania
$246K +$271K +1,367 New
MG
612
Mather Group
Illinois
$243K +$268K +1,350 New
TCA
613
Transcend Capital Advisors
New Jersey
$242K +$267K +1,346 New
BP
614
BBR Partners
New York
$240K
DADC
615
D.A. Davidson & Co
Montana
$239K -$9.14K -46 -3%
WA
616
Wealth Alliance
New York
$239K +$43.7K +220 +20%
SW
617
Simplicity Wealth
New Jersey
$238K +$263K +1,323 New
GPW
618
Genesis Private Wealth
Virginia
$236K +$261K +1,313 New
VCP
619
Vista Capital Partners
Oregon
$236K +$2.98K +15 +1%
TA
620
TrueWealth Advisors
Alabama
$232K
AAM
621
Aureus Asset Management
Massachusetts
$228K -$6.55K -33 -3%
NB
622
Nicolet Bankshares
Wisconsin
$227K +$596 +3 +0.2%
VAM
623
Verity Asset Management
North Carolina
$227K +$61K +307 +32%
JIC
624
Joel Isaacson & Co
New York
$226K
AC
625
AlphaCore Capital
California
$226K +$249K +1,254 New