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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Cresset Asset Management
Illinois
$395K -$68.7K -1,589 -16%
TWP
327
Triad Wealth Partners
Kansas
$391K +$361K +8,354 New
Osaic Holdings
328
Osaic Holdings
Arizona
$384K -$6.08M -140,631 -94%
CC
329
Centiva Capital
New York
$379K +$351K +8,112 New
SAI
330
Savvy Advisors Inc
New York
$378K +$349K +8,074 New
PWM
331
Perigon Wealth Management
California
$374K +$77.6K +1,795 +29%
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$373K +$39.7K +917 +13%
AAP
333
Arax Advisory Partners
Colorado
$372K -$1.07M -24,857 -76%
OIS
334
OneAscent Investment Solutions
Alabama
$363K
JTWM
335
Jackson Thornton Wealth Management
Alabama
$363K +$331K +7,658 New
CAG
336
Crestwood Advisors Group
Massachusetts
$363K +$335K +7,751 New
William Blair & Company
337
William Blair & Company
Illinois
$362K -$54.4K -1,257 -14%
IA
338
IFP Advisors
Florida
$361K -$12.7K -293 -4%
SOW
339
State of Wyoming
Wyoming
$358K +$180K +4,158 +119%
HIP
340
HUB Investment Partners
Texas
$354K +$98K +2,266 +43%
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$348K -$20.9K -483 -6%
AWA
342
Arkadios Wealth Advisors
Georgia
$335K +$310K +7,167 New
ACM
343
Aquatic Capital Management
Illinois
$331K -$1.44M -33,297 -82%
EWA
344
EverSource Wealth Advisors
Alabama
$331K +$97K +2,244 +46%
VWM
345
Venturi Wealth Management
Texas
$323K +$19.1K +441 +7%
PFS
346
Prospera Financial Services
Texas
$322K -$16.2K -375 -5%
CWG
347
Cornerstone Wealth Group
North Carolina
$310K +$287K +6,631 New
SAM
348
Sompo Asset Management
Japan
$309K -$56.2K -1,300 -16%
HWAM
349
Hennion & Walsh Asset Management
New Jersey
$309K -$5.97K -138 -2%
ICP
350
Interchange Capital Partners
Pennsylvania
$308K +$285K +6,585 New