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Name Holding Trade Value Shares
Change
Change in
Stake
AR
526
Apeiron RIA
Texas
$325K +$1.27K +3 +0.4%
BCI
527
Brinker Capital Investments
Pennsylvania
$325K -$23.4K -55 -6%
OPS
528
Orion Portfolio Solutions
Nebraska
$325K -$23.4K -55 -6%
HIA
529
Harbor Investment Advisory
Maryland
$321K +$93.5K +220 +39%
SCA
530
Stokes Capital Advisors
South Carolina
$318K – – –
PGFC
531
Peapack-Gladstone Financial Corp
New Jersey
$318K +$2.13K +5 +0.6%
Wellington Management Group
532
Wellington Management Group
Massachusetts
$316K -$10.8M -25,436 -97%
GDP
533
Great Diamond Partners
Maine
$314K -$5.1K -12 -2%
SI
534
Seeds Investor
New York
$311K -$91.8K -216 -22%
EF
535
Empowered Funds
Pennsylvania
$311K +$57.8K +136 +22%
Bank Julius Baer & Co
536
Bank Julius Baer & Co
Switzerland
$310K +$78.2K +184 +37%
GWM
537
Gibbs Wealth Management
Georgia
$310K +$128K +301 +66%
VV
538
Verity & Verity
South Carolina
$309K +$321K +756 New
CWP
539
Curated Wealth Partners
California
$307K +$319K +751 New
PCM
540
Parsons Capital Management
Rhode Island
$306K -$14.4K -34 -4%
MA
541
Mutual Advisors
Nebraska
$306K +$56.5K +133 +22%
PWM
542
Perigon Wealth Management
California
$303K +$30.6K +72 +11%
Teacher Retirement System of Texas
543
Teacher Retirement System of Texas
Texas
$303K -$96.9K -228 -24%
HSA
544
HBK Sorce Advisory
Pennsylvania
$300K +$14.4K +34 +5%
LIM
545
Leavell Investment Management
Alabama
$298K +$96.5K +227 +45%
AA
546
ALPS Advisors
Colorado
$296K +$425 +1 +0.1%
BFW
547
Brady Family Wealth
Missouri
$295K -$13.6K -32 -4%
BAM
548
Berkshire Asset Management
Pennsylvania
$295K +$307K +723 New
OWA
549
Outlook Wealth Advisors
Texas
$293K +$61.2K +144 +25%
GI
550
GAMMA Investing
California
$292K +$37.4K +88 +14%