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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$288K -$24.4K -2,928 -8%
WA
177
Wealth Alliance
New York
$283K +$16.7K +2,001 +6%
KAS
178
Kestra Advisory Services
Texas
$281K -$40.1K -4,818 -13%
WWP
179
WR Wealth Planners
Missouri
$276K +$13.6K +1,637 +5%
OPA
180
Old Port Advisors
Maine
$274K +$274K +32,880 New
SIA
181
Schechter Investment Advisors
Michigan
$265K +$16.1K +1,930 +6%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$265K +$43.3K +5,200 +20%
FT
183
Fiduciary Trust
Massachusetts
$262K -$3.09K -371 -1%
AAM
184
Advisors Asset Management
Colorado
$261K -$80.6K -9,680 -24%
BTWM
185
Baker Tilly Wealth Management
Wisconsin
$259K -$97.7K -11,738 -27%
ECM
186
Evergreen Capital Management
Washington
$254K
OC
187
Oppenheimer & Co
New York
$247K -$92K -11,053 -27%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$246K -$703K -84,401 -74%
BRWA
189
B. Riley Wealth Advisors
Florida
$246K +$5.07K +609 +2%
LI
190
Lafayette Investments
Maryland
$243K +$833 +100 +0.3%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$243K +$10.6K +1,278 +5%
SWM
192
Seed Wealth Management
Illinois
$243K
RhumbLine Advisers
193
RhumbLine Advisers
Massachusetts
$241K +$63.4K +7,610 +36%
CIA
194
Choate Investment Advisors
Massachusetts
$240K +$29.2K +3,501 +14%
CG
195
Caprock Group
Idaho
$238K +$76.1K +9,144 +47%
EH
196
Equitable Holdings
New York
$235K +$2.62K +314 +1%
VFA
197
Valeo Financial Advisors
Indiana
$235K -$12.5K -1,500 -5%
PPC
198
Park Place Capital
Alabama
$233K +$283 +34 +0.1%
GQG Partners
199
GQG Partners
Florida
$231K
PWG
200
Portside Wealth Group
Utah
$229K +$13K +1,564 +6%