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Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$489K -$36.1K -1,175 -7%
SI
302
Stephens Inc
Arkansas
$472K +$11.1K +361 +3%
MWPCG
303
Measured Wealth Private Client Group
New Hampshire
$472K -$24.5K -798 -5%
RCAG
304
Rehmann Capital Advisory Group
Michigan
$468K -$10.5K -341 -2%
DADC
305
D.A. Davidson & Co
Montana
$460K +$423K +13,749 New
CP
306
Covenant Partners
Tennessee
$457K
SC
307
Savant Capital
Illinois
$456K +$54.8K +1,782 +15%
PPW
308
Parcion Private Wealth
Washington
$452K +$416K +13,515 New
CL
309
Choreo LLC
Illinois
$442K -$7.26K -236 -2%
William Blair & Company
310
William Blair & Company
Illinois
$434K +$29.2K +949 +8%
CCM
311
Coldstream Capital Management
Washington
$433K -$11.8K -384 -3%
KNW
312
Kesler Norman & Wride
Utah
$433K +$398K +12,951 New
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$429K +$394K +12,818 New
TLFA
314
True Link Financial Advisors
California
$427K -$4.83K -157 -1%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$416K -$309K -10,060 -45%
VA
316
Verdad Advisers
Massachusetts
$414K -$156K -5,086 -29%
PWM
317
Perigon Wealth Management
California
$406K +$373K +12,138 New
OIA
318
OneDigital Investment Advisors
Kansas
$405K -$51K -1,658 -12%
AA
319
ALPS Advisors
Colorado
$399K +$367K +11,950 New
AWM
320
Avior Wealth Management
Nebraska
$399K -$140K -4,556 -28%
JIC
321
Johnson Investment Counsel
Ohio
$397K -$13.8K -450 -4%
HAIM
322
Hunter Associates Investment Management
Pennsylvania
$395K
YCM
323
Yousif Capital Management
Michigan
$390K -$21.1K -685 -6%
BFM
324
Boothbay Fund Management
New York
$382K +$352K +11,436 New
GCM
325
Graham Capital Management
Connecticut
$379K +$13.3K +434 +4%