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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
251
Great Lakes Advisors
Illinois
$317K +$857 +5 +0.3%
AF
252
Advisornet Financial
Minnesota
$313K +$103K +601 +58%
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$306K +$276K +1,610 New
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$296K +$1.2K +7 +0.5%
NG
255
Norden Group
Utah
$290K +$262K +1,526 New
Connor, Clark & Lunn Investment Management (CC&L)
256
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$289K -$2.03M -11,856 -89%
Luther King Capital Management (LKCM)
257
Luther King Capital Management (LKCM)
Texas
$285K
Marshall Wace
258
Marshall Wace
United Kingdom
$280K +$252K +1,473 New
BEI
259
Benjamin Edwards Inc
Missouri
$280K +$5.14K +30 +2%
Lido Advisors
260
Lido Advisors
California
$277K -$167K -976 -40%
PWG
261
Portside Wealth Group
Utah
$274K +$247K +1,439 New
AT
262
American Trust
Kentucky
$273K -$74.9K -437 -23%
FFA
263
Farther Finance Advisors
California
$273K +$234K +1,368 +2,042%
AWAU
264
Alliance Wealth Advisors (Utah)
Utah
$270K +$243K +1,420 New
AAS
265
Avantax Advisory Services
Texas
$269K -$32.2K -188 -12%
GC
266
Guggenheim Capital
Illinois
$268K -$52.1K -304 -18%
PMA
267
Prudent Man Advisors
Illinois
$262K -$28.6K -167 -11%
Vontobel Holding
268
Vontobel Holding
Switzerland
$257K +$231K +1,350 New
AIM
269
Alhambra Investment Management
Florida
$257K -$127K -740 -35%
SOW
270
State of Wyoming
Wyoming
$250K -$40.3K -235 -15%
LWAM
271
Legacy Wealth Asset Management
Minnesota
$247K +$222K +1,297 New
TI
272
Tidal Investments
Wisconsin
$244K +$220K +1,284 New
MSAM
273
Moloney Securities Asset Management
Missouri
$240K -$30.8K -180 -13%
OR
274
Olympiad Research
Connecticut
$235K +$212K +1,237 New
PCM
275
Prelude Capital Management
New York
$235K +$212K +1,237 New