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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Synergy Asset Management
Washington
$245K -$95K -490 -31%
MG
427
Mather Group
Illinois
$244K +$17.6K +91 +9%
SAM
428
Smartleaf Asset Management
Massachusetts
$243K +$185K +952 +610%
CM
429
Columbus Macro
Pennsylvania
$242K +$212K +1,096 New
GVAG
430
Great Valley Advisor Group
Delaware
$235K +$208K +1,071 New
CWM
431
Congress Wealth Management
Massachusetts
$233K +$205K +1,057 New
LSAG
432
Lake Street Advisors Group
New Hampshire
$231K +$203K +1,049 New
Envestnet Portfolio Solutions
433
Envestnet Portfolio Solutions
Illinois
$231K +$203K +1,049 New
TLFA
434
True Link Financial Advisors
California
$230K +$203K +1,045 New
LD
435
Lipe & Dalton
New York
$229K +$202K +1,040 New
HT
436
Headlands Technologies
Illinois
$227K +$200K +1,033 New
GT
437
Greenleaf Trust
Michigan
$227K +$200K +1,032 New
HWAM
438
Hennion & Walsh Asset Management
New Jersey
$224K -$669K -3,452 -77%
IPW
439
Impact Partnership Wealth
Georgia
$222K +$195K +1,007 New
SC
440
Savant Capital
Illinois
$220K +$194K +1,001 New
1W
441
1776 Wealth
Georgia
$220K +$194K +1,000 New
SA
442
Sanctuary Advisors
Indiana
$215K +$169K +871 New
BFG
443
Bleakley Financial Group
New Jersey
$211K +$186K +957 New
RP
444
Rowlandmiller & Partners
Georgia
$209K
PAS
445
Park Avenue Securities
New York
$205K +$181K +932 New
FBT
446
First Bank & Trust
South Dakota
$204K -$66.7K -344 -27%
CCM
447
Coldstream Capital Management
Washington
$203K +$178K +920 New
HighTower Advisors
448
HighTower Advisors
Illinois
$201K +$178K +917 New
OIA
449
Optimum Investment Advisors
Illinois
$198K -$19.4K -100 -10%
C
450
Covestor
United Kingdom
$190K +$24.2K +125 +17%