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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$253K +$189 +6 +0.1%
AWM
202
Aprio Wealth Management
Georgia
$245K +$251K +7,937 New
KOCAA
203
Knights of Columbus Asset Advisors
Connecticut
$241K +$42.1K +1,335 +21%
YIH
204
Y-Intercept (HK)
Hong Kong
$240K -$550K -17,431 -69%
WE
205
Wealth Effects
Massachusetts
$240K -$9.28K -294 -4%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$236K +$11.4K +361 +5%
MM
207
MQS Management
New York
$226K +$231K +7,315 New
JIC
208
Johnson Investment Counsel
Ohio
$225K +$230K +7,280 New
P
209
Pitcairn
Pennsylvania
$223K +$228K +7,229 New
SFC
210
Swisher Financial Concepts
Ohio
$222K +$219K +6,953 New
IDA
211
Intelligence Driven Advisers
California
$221K +$208K +6,591 New
DWT
212
Dorsey & Whitney Trust
South Dakota
$219K -$29.6K -939 -12%
CAN
213
Cetera Advisor Networks
California
$216K -$46K -1,456 -17%
Prudential Financial
214
Prudential Financial
New Jersey
$216K -$35K -1,109 -14%
AWA
215
Aaron Wealth Advisors
Illinois
$215K +$3.22K +102 +1%
AG
216
Ascent Group
Virginia
$214K +$196K +6,211 New
CC
217
Callan Capital
California
$213K +$218K +6,903 New
LWM
218
Lodestone Wealth Management
Washington
$210K +$11.8K +375 +6%
9WM
219
9258 Wealth Management
Ohio
$201K
HI
220
Harbour Investments
Wisconsin
$185K -$347 -11 -0.2%
BGAI
221
Bruce G. Allen Investments
Colorado
$184K +$187K +5,937 New
EWA
222
EverSource Wealth Advisors
Alabama
$173K +$7.64K +242 +5%
PK
223
Pflug Koory
Nebraska
$141K
VWM
224
Venturi Wealth Management
Texas
$140K -$2.49K -79 -2%
MHR
225
Matthew Hamilton Rosenberg
$138K +$5.18K +164 +4%