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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
276
Wilmington Savings Fund Society
Delaware
$203K +$186K +19,211 New
RCA
277
Resonant Capital Advisors
Wisconsin
$202K -$7.24K -749 -4%
GSEP
278
Golden State Equity Partners
California
$202K +$6.37K +659 +4%
AWM
279
AE Wealth Management
Kansas
$195K -$7.04K -728 -4%
OAC
280
OMERS Administration Corp
Ontario, Canada
$195K +$178K +18,400 New
VFA
281
Valeo Financial Advisors
Indiana
$194K -$18.3K -1,888 -9%
STA
282
Summit Trail Advisors
New York
$191K +$175K +18,083 New
LFAS
283
Level Four Advisory Services
Texas
$187K +$21.5K +2,224 +13%
IWC
284
Integrated Wealth Concepts
Massachusetts
$186K -$25.5K -2,642 -13%
GRP
285
Global Retirement Partners
California
$186K -$4.35K -450 -2%
BRWA
286
B. Riley Wealth Advisors
Florida
$184K -$25.2K -2,603 -13%
BFS
287
Beacon Financial Strategies
North Carolina
$181K +$126 +13 +0.1%
SMH
288
Sanders Morris Harris
Texas
$177K
MAM
289
Marotta Asset Management
Virginia
$175K -$2.5K -259 -2%
PP
290
PDS Planning
Ohio
$174K +$23.6K +2,443 +17%
SMA
291
Sage Mountain Advisors
Georgia
$171K +$957 +99 +0.6%
FHA
292
First Horizon Advisors
Tennessee
$170K +$9.45K +977 +6%
SMA
293
Seven Mile Advisory
New Jersey
$170K +$9.83K +1,017 +7%
AAS
294
Ameritas Advisory Services
Nebraska
$170K -$17K -1,760 -10%
SWP
295
Stratos Wealth Partners
Ohio
$169K -$4.83K -499 -3%
SW
296
Simplicity Wealth
New Jersey
$169K -$445 -46 -0.3%
GT
297
Greenleaf Trust
Michigan
$168K +$967 +100 +0.6%
BBW
298
Blue Barn Wealth
Utah
$164K -$107K -11,074 -42%
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
$162K -$113K -11,683 -43%
IAA
300
Independent Advisor Alliance
North Carolina
$162K -$2.58K -267 -2%