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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
226
HighPoint Advisor Group
Illinois
$231K -$303K -36,305 -56%
WT
227
Whittier Trust
California
$230K -$1.76K -211 -0.8%
CIA
228
Choate Investment Advisors
Massachusetts
$228K -$15.8K -1,890 -7%
BWM
229
Baron Wealth Management
Michigan
$227K
SWM
230
Seed Wealth Management
Illinois
$226K -$16.7K -2,000 -7%
OC
231
Oppenheimer & Co
New York
$226K -$27.4K -3,284 -11%
BBW
232
Blue Barn Wealth
Utah
$224K +$46.1K +5,516 +26%
FAIM
233
Financial Advocates Investment Management
Washington
$224K +$73.2K +8,756 +50%
FTDI
234
First Trust Direct Indexing
Massachusetts
$219K -$12.8K -1,528 -6%
AWM
235
Apollon Wealth Management
South Carolina
$219K +$70.6K +8,442 +49%
IWM
236
IHT Wealth Management
Illinois
$219K +$42.7K +5,106 +25%
OPA
237
Old Port Advisors
Maine
$217K -$24.7K -2,958 -10%
HTC
238
Haverford Trust Company
Pennsylvania
$208K -$129K -15,396 -39%
TRCT
239
Tower Research Capital (TRC)
New York
$201K +$153K +18,317 +339%
AAS
240
Avantax Advisory Services
Texas
$199K -$39.8K -4,756 -17%
LSAG
241
Lake Street Advisors Group
New Hampshire
$198K -$69.9K -8,362 -27%
PCS
242
Personal CFO Solutions
New Jersey
$196K +$21K +2,513 +12%
SWS
243
SYSTM Wealth Solutions
Illinois
$194K +$120K +14,321 +168%
DAS
244
Diversify Advisory Services
Utah
$192K +$192K +22,982 New
EWA
245
EP Wealth Advisors
California
$192K +$39.1K +4,679 +26%
GRP
246
Global Retirement Partners
California
$190K +$6.5K +778 +4%
BL
247
Balentine LLC
Georgia
$189K -$5.26K -629 -3%
MCM
248
Mengis Capital Management
Oregon
$189K +$186K +22,208 New
LNWTC
249
Laird Norton Wetherby Trust Company
Washington
$188K
Bessemer Group
250
Bessemer Group
New Jersey
$187K +$8.95K +1,071 +5%