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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$235K +$178K +797 New
FPAS
327
Focus Partners Advisor Solutions
Missouri
$232K +$175K +787 New
PCA
328
Pallas Capital Advisors
Massachusetts
$230K +$174K +782 New
FFA
329
Farther Finance Advisors
California
$225K +$4.23K +19 +3%
CWP
330
Curated Wealth Partners
California
$225K +$170K +762 New
ACS
331
Archford Capital Strategies
Illinois
$223K +$169K +757 New
GC
332
Globeflex Capital
California
$222K
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$221K +$167K +751 New
SI
334
Stephens Inc
Arkansas
$221K +$167K +749 New
P
335
&Partners
Tennessee
$217K +$164K +737 New
M&T Bank
336
M&T Bank
New York
$214K +$162K +727 New
Jones Financial Companies
337
Jones Financial Companies
Missouri
$213K +$72K +323 +82%
KIM
338
Kestra Investment Management
Texas
$208K -$317K -1,424 -67%
PCS
339
Personal CFO Solutions
New Jersey
$201K +$152K +682 New
FDP
340
Financiere des Professionnels
Quebec, Canada
$193K +$146K +655 New
GRP
341
Global Retirement Partners
California
$184K +$139K +623 New
ACA
342
Atlas Capital Advisors
Wyoming
$175K -$2.9K -13 -2%
AAF
343
Andra AP-fonden
Sweden
$172K -$1.17M -5,238 -90%
HFS
344
Hantz Financial Services
Michigan
$169K -$898K -4,031 -88%
TFA
345
Transamerica Financial Advisors
Florida
$161K +$2.23K +10 +2%
EWA
346
EverSource Wealth Advisors
Alabama
$157K +$101K +454 +575%
S
347
SignatureFD
Georgia
$147K -$24.7K -111 -18%
AssetMark Inc
348
AssetMark Inc
California
$136K +$223 +1 +0.2%
UB
349
UMB Bank
Missouri
$134K +$12.9K +58 +15%
DB
350
Danske Bank
Denmark
$129K -$2.15M -9,639 -96%