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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oppenheimer Asset Management
New York
$847K +$776K +11,933 New
LCGC
227
Legacy Capital Group California
California
$846K +$44.1K +679 +6%
CSA
228
Cornerstone Select Advisors
Missouri
$844K +$74.8K +1,150 +11%
CWM
229
Cordatus Wealth Management
Pennsylvania
$842K +$1.63K +25 +0.2%
AHL
230
Abel Hall LLC
Louisiana
$842K -$2.15K -33 -0.3%
LWAM
231
Legacy Wealth Asset Management
Minnesota
$839K -$11.1K -171 -1%
FFA
232
Farther Finance Advisors
California
$835K +$478K +7,347 +166%
SPIA
233
Steward Partners Investment Advisory
New York
$827K +$90.1K +1,386 +14%
AC
234
AlphaCore Capital
California
$818K +$570K +8,770 +318%
HJIM
235
Henry James International Management
New York
$815K -$176K -2,706 -19%
MHC
236
May Hill Capital
Massachusetts
$808K +$21.9K +337 +3%
HWM
237
HB Wealth Management
Georgia
$794K +$193K +2,963 +36%
VFA
238
Valeo Financial Advisors
Indiana
$783K +$44.7K +687 +7%
CGL
239
Clarius Group LLC
Washington
$767K -$210K -3,232 -23%
LTAS
240
Linden Thomas Advisory Services
North Carolina
$762K +$52.5K +808 +8%
William Blair & Company
241
William Blair & Company
Illinois
$740K -$28.2K -433 -4%
FOA
242
Five Oceans Advisors
California
$735K
PWPS
243
Pinnacle Wealth Planning Services
Ohio
$718K -$69.5K -1,069 -10%
TW
244
Traveka Wealth
California
$717K
CCC
245
Chelsea Counsel Company
California
$717K
TR
246
Tepp RIA
New Jersey
$715K
GCM
247
Gallacher Capital Management
Colorado
$713K +$132K +2,036 +25%
CI
248
Corient IA
Florida
$710K
WA
249
Wealthstar Advisors
Texas
$696K -$91.5K -1,407 -13%
GRP
250
Global Retirement Partners
California
$685K +$95.8K +1,474 +18%