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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
301
Brighton Jones LLC
Washington
$188K +$196K +18,794 New
DADC
302
D.A. Davidson & Co
Montana
$186K +$3.11K +299 +2%
PI
303
PFG Investments
New York
$185K -$16.7K -1,601 -8%
EL
304
EWA LLC
Pennsylvania
$182K -$10.4K -1,001 -5%
Invesco
305
Invesco
Georgia
$179K -$36.2K -3,478 -16%
SCA
306
Snowden Capital Advisors
New York
$175K -$23.4K -2,252 -11%
RP
307
Riverbridge Partners
Minnesota
$175K
VWM
308
Venturi Wealth Management
Texas
$173K +$44.2K +4,244 +33%
AWM
309
AE Wealth Management
Kansas
$172K -$11.4K -1,098 -6%
BFS
310
Beacon Financial Strategies
North Carolina
$171K
YIM
311
Yoffe Investment Management
Pennsylvania
$171K
CIA
312
Choate Investment Advisors
Massachusetts
$170K +$104 +10 +0.1%
EPW
313
Evolve Private Wealth
California
$169K +$10.5K +1,014 +6%
PP
314
PDS Planning
Ohio
$167K
QWP
315
Quotient Wealth Partners
Texas
$164K +$12.4K +1,195 +8%
SI
316
Seeds Investor
New York
$164K -$42K -4,033 -19%
SRC
317
Sage Rhino Capital
California
$164K +$7.77K +747 +5%
GS
318
GTS Securities
Florida
$162K +$168K +16,176 New
DW30
319
Drucker Wealth 3.0
New Jersey
$162K +$6.86K +659 +4%
IWM
320
IHT Wealth Management
Illinois
$161K -$1.02K -98 -0.6%
AAS
321
Ameritas Advisory Services
Nebraska
$161K +$957 +92 +0.6%
PCS
322
Personal CFO Solutions
New Jersey
$157K +$16.9K +1,620 +12%
DCM
323
Dimension Capital Management
Florida
$155K
KWM
324
Keebeck Wealth Management
Illinois
$154K +$160K +15,349 New
BBHC
325
Brown Brothers Harriman & Co
New York
$152K +$75.4K +7,245 +91%