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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Diversify Wealth Management
Utah
$278K -$9.31K -129 -3%
EW
727
Element Wealth
Mississippi
$278K +$144 +2 +0.1%
SIG
728
Stonegate Investment Group
Alabama
$276K +$263K +3,636 New
Pzena Investment Management
729
Pzena Investment Management
New York
$274K -$15.7M -217,573 -98%
MIC
730
Meridian Investment Counsel
California
$273K
WCA
731
Westover Capital Advisors
Delaware
$273K
EFG
732
Ethos Financial Group
Pennsylvania
$269K +$505 +7 +0.2%
AI
733
Atom Investors
Texas
$268K -$5.55M -76,908 -96%
SAM
734
Summit Asset Management
Tennessee
$265K
YIA
735
YHB Investment Advisors
Connecticut
$264K -$12.7K -176 -5%
CA
736
Claro Advisors
Massachusetts
$264K -$80.4K -1,113 -24%
NFC
737
Northstar Financial Companies
Pennsylvania
$262K +$249K +3,450 New
ACP
738
Aveo Capital Partners
Colorado
$261K
EWA
739
Exencial Wealth Advisors
Oklahoma
$260K +$11.3K +156 +5%
NAS
740
Nicolet Advisory Services
Wisconsin
$259K +$722 +10 +0.3%
EFI
741
EHP Funds Inc
Canada
$258K
FFWA
742
FRG Family Wealth Advisors
Washington
$257K
MFIM
743
Mesirow Financial Investment Management
Illinois
$257K +$245K +3,388 New
PFPT
744
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K +$244K +3,384 New
Wellington Management Group
745
Wellington Management Group
Massachusetts
$255K -$281K -3,892 -54%
CWM
746
CarsonAllaria Wealth Management
Illinois
$254K -$26.2K -363 -10%
BFM
747
Boston Financial Management
Massachusetts
$254K +$242K +3,352 New
ATPW
748
Ashton Thomas Private Wealth
Arizona
$253K +$12.3K +171 +5%
ECM
749
Evergreen Capital Management
Washington
$253K +$3.32K +46 +1%
FPAS
750
Focus Partners Advisor Solutions
Missouri
$252K -$163K -2,257 -40%