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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$347K +$69.4K +7,464 +25%
AAM
227
Auxier Asset Management
Oregon
$340K -$4.04K -434 -1%
MAG
228
Meadowbrook Advisors Group
New Jersey
$336K +$335K +36,003 New
GI
229
GAMMA Investing
California
$325K +$49.6K +5,338 +18%
ASN
230
Advisory Services Network
Georgia
$319K +$25.7K +2,759 +9%
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$316K +$10.2K +1,093 +3%
BP
232
Ballentine Partners
Massachusetts
$315K -$88.1K -9,480 -22%
SAM
233
Smartleaf Asset Management
Massachusetts
$315K
RCAG
234
Rehmann Capital Advisory Group
Michigan
$310K -$63.4K -6,815 -17%
MIM
235
Martin Investment Management
Florida
$309K
EWA
236
EverSource Wealth Advisors
Alabama
$306K -$230K -24,723 -43%
OCA
237
OpenArc Corporate Advisory
Georgia
$299K +$8.48K +912 +3%
CIA
238
Concurrent Investment Advisors
Florida
$297K +$36.9K +3,971 +14%
FFA
239
Farther Finance Advisors
California
$293K +$19.6K +2,104 +7%
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$292K -$73.7K -7,932 -20%
DT
241
Diversified Trust
Tennessee
$287K -$12.4K -1,330 -4%
AP
242
Arlington Partners
Alabama
$278K +$51.9K +5,580 +23%
PAG
243
Private Advisor Group
New Jersey
$278K -$1.76M -189,369 -86%
EWS
244
Evergreen Wealth Solutions
Pennsylvania
$276K +$262K +28,145 New
SW
245
Simplicity Wealth
New Jersey
$275K -$9.96K -1,071 -4%
MCM
246
MAI Capital Management
Ohio
$274K +$90.5K +9,731 +49%
DWM
247
Defined Wealth Management
Oregon
$273K -$381 -41 -0.1%
LI
248
Lafayette Investments
Maryland
$269K
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$268K +$400 +43 +0.2%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$266K +$7.84K +843 +3%