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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
751
Interchange Capital Partners
Pennsylvania
$385K +$360K +593 New
RCM
752
Raleigh Capital Management
North Carolina
$381K +$9.1K +15 +3%
SPC
753
Sigma Planning Corp
Michigan
$381K +$15.2K +25 +4%
AO
754
Advisor OS
Illinois
$381K -$12.7K -21 -3%
Kovitz Investment Group Partners
755
Kovitz Investment Group Partners
Illinois
$378K -$141K -233 -29%
JTWM
756
Jackson Thornton Wealth Management
Alabama
$371K +$324K +534 New
LCM
757
Lazari Capital Management
California
$371K -$27.9K -46 -7%
HSA
758
HBK Sorce Advisory
Pennsylvania
$371K -$8.49K -14 -3%
SMA
759
Seven Mile Advisory
New Jersey
$370K +$100K +165 +41%
BP
760
Ballentine Partners
Massachusetts
$369K +$15.8K +26 +5%
GJIA
761
Glass Jacobson Investment Advisors
Maryland
$369K +$607 +1 +0.2%
MWM
762
Meridian Wealth Management
Kentucky
$366K +$342K +564 New
RS
763
R Squared
Hong Kong
$364K +$340K +561 New
FCA
764
FLC Capital Advisors
California
$364K – – –
VBA
765
von Borstel & Associates
Oregon
$362K +$335K +553 New
S
766
SignatureFD
Georgia
$362K +$9.71K +16 +3%
WWC
767
Waypoint Wealth Counsel
Georgia
$358K +$27.9K +46 +9%
Financial Engines Advisors
768
Financial Engines Advisors
California
$357K +$4.25K +7 +1%
FRM
769
Fox Run Management
Connecticut
$357K +$334K +550 New
FT
770
Fiduciary Trust
Massachusetts
$355K +$607 +1 +0.2%
WF
771
Wayfinding Financial
Washington
$354K – – –
IC
772
Inscription Capital
Texas
$353K +$27.9K +46 +9%
Simplex Trading
773
Simplex Trading
Illinois
$352K -$362K -596 -52%
PFBT
774
Parkside Financial Bank & Trust
Missouri
$348K -$139K -229 -30%
VVP
775
Venture Visionary Partners
Ohio
$345K – – –