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Name Holding Trade Value Shares
Change
Change in
Stake
Ameritas Investment Partners
551
Ameritas Investment Partners
Nebraska
$380K – – –
YC
552
Yarbrough Capital
Tennessee
$378K +$416K +1,725 New
CAN
553
Claraphi Advisory Network
United States
$377K +$83.6K +347 +25%
RC
554
Roundview Capital
New Jersey
$376K +$482 +2 +0.1%
BZWA
555
Blue Zone Wealth Advisors
California
$374K -$241 -1 -0.1%
CT
556
Chicago Trust
Illinois
$374K +$411K +1,708 New
QOP
557
Quinn Opportunity Partners
Virginia
$372K – – –
CFG
558
Cooper Financial Group
California
$363K +$11.3K +47 +3%
Modera Wealth Management
559
Modera Wealth Management
New Jersey
$362K +$398K +1,654 New
Kingsview Wealth Management
560
Kingsview Wealth Management
Oregon
$361K +$66.7K +277 +20%
Spire Wealth Management
561
Spire Wealth Management
Virginia
$360K -$24.3K -101 -6%
GAM
562
Griffin Asset Management
New York
$358K -$114K -475 -23%
Integrated Wealth Concepts
563
Integrated Wealth Concepts
Massachusetts
$354K -$30.4K -126 -7%
TFA
564
Teamwork Financial Advisors
Texas
$353K +$58.1K +241 +18%
MJRIC
565
Mogy Joel R Investment Counsel
California
$352K +$388K +1,610 New
SGA
566
Seaport Global Advisors
Massachusetts
$351K +$386K +1,602 New
Forvis Mazars Wealth Advisors
567
Forvis Mazars Wealth Advisors
Missouri
$350K -$723 -3 -0.2%
PCA
568
Private Capital Advisors
Connecticut
$350K – – –
MCC
569
Money Concepts Capital
Florida
$345K +$379K +1,574 New
Los Angeles Capital Management
570
Los Angeles Capital Management
California
$344K -$106K -441 -22%
Valeo Financial Advisors
571
Valeo Financial Advisors
Indiana
$343K +$11.3K +47 +3%
Vestcor Inc
572
Vestcor Inc
New Brunswick, Canada
$342K -$75.2K -312 -17%
SHGA
573
Sand Hill Global Advisors
California
$339K – – –
Evergreen Capital Management
574
Evergreen Capital Management
Washington
$339K +$35.7K +148 +11%
RE
575
RBC Europe
United Kingdom
$338K -$48.4K -201 -12%