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Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
Ethic Inc
New York
$257K +$217K +1,442 New
SPIA
552
Steward Partners Investment Advisory
New York
$256K +$32K +213 +17%
V
553
Veritable
Delaware
$255K +$216K +1,436 New
DJYG
554
David J. Yvars Group
Florida
$254K +$214K +1,425 New
6M
555
6 Meridian
Kansas
$254K +$215K +1,429 New
KWM
556
Kingsview Wealth Management
Oregon
$246K +$208K +1,384 New
AT
557
Arden Trust
Delaware
$244K -$56.4K -375 -21%
AWM
558
Accel Wealth Management
Iowa
$242K +$205K +1,362 New
SFS
559
Sowell Financial Services
Arkansas
$236K +$35.6K +237 +22%
Bessemer Group
560
Bessemer Group
New Jersey
$235K +$25.4K +169 +15%
QP
561
Quilter Plc
United Kingdom
$235K +$198K +1,317 New
BPCE
562
Bank Pictet & Cie (Europe)
Germany
$235K +$199K +1,320 New
CFGS
563
Concourse Financial Group Securities
Alabama
$234K -$51.7K -344 -21%
CG
564
Caprock Group
Idaho
$233K +$197K +1,307 New
ST
565
Smithfield Trust
Pennsylvania
$231K -$61.7K -410 -24%
AW
566
ACG Wealth
Georgia
$229K +$193K +1,285 New
BWP
567
BSW Wealth Partners
Colorado
$224K -$103K -688 -35%
TFA
568
Teamwork Financial Advisors
Texas
$223K +$188K +1,253 New
SFO
569
Standard Family Office
South Dakota
$221K +$187K +1,245 New
HSA
570
HBK Sorce Advisory
Pennsylvania
$219K -$484K -3,219 -72%
JWCA
571
J.W. Cole Advisors
Florida
$219K -$65.1K -433 -26%
PIM
572
Perpetual Investment Management
Australia
$218K +$179K +1,190 New
CIA
573
Capital Investment Advisors
Georgia
$216K +$183K +1,216 New
CCP
574
Corient Capital Partners
California
$214K +$181K +1,204 New
AP
575
Advisor Partners
California
$212K +$180K +1,194 New