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Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Simplicity Solutions
Minnesota
$260K +$26.1K +675 +12%
HCP
252
Hexagon Capital Partners
Arkansas
$256K +$82.1K +2,120 +50%
MWPCG
253
Measured Wealth Private Client Group
New Hampshire
$255K +$244K +6,295 New
KAS
254
Kestra Advisory Services
Texas
$251K -$56.7K -1,465 -19%
S
255
SimplyRich
California
$250K +$3.79K +98 +2%
SIAG
256
Safeguard Investment Advisory Group
California
$247K -$10.7K -276 -4%
CCP
257
Clifford Capital Partners
Utah
$244K +$3.1K +80 +1%
BIM
258
Baldwin Investment Management
Pennsylvania
$244K
DWM
259
Drive Wealth Management
Utah
$241K +$22.8K +589 +11%
ACC
260
Acorn Creek Capital
Colorado
$235K +$224K +5,790 New
WPC
261
Waters Parkerson & Co
Louisiana
$232K +$8.79K +227 +4%
KP
262
Keel Point
Alabama
$228K -$9.91K -256 -4%
RG
263
Rathbones Group
United Kingdom
$227K
WRPWM
264
Werba Rubin Papier Wealth Management
California
$226K -$37.2K -960 -15%
AWM
265
Aprio Wealth Management
Georgia
$226K +$216K +5,581 New
GWM
266
Geneos Wealth Management
Colorado
$226K -$11.6K -300 -5%
SC
267
Savant Capital
Illinois
$226K +$10.8K +279 +5%
SAM
268
Smartleaf Asset Management
Massachusetts
$225K +$215K +5,565 New
WAM
269
WNY Asset Management
New York
$225K -$3.87K -100 -2%
FIA
270
FNY Investment Advisers
New York
$222K
JFL
271
Jarislowsky, Fraser Ltd
Quebec, Canada
$220K -$189K -4,890 -47%
Victory Capital Management
272
Victory Capital Management
Texas
$219K -$1.61M -41,704 -89%
FA
273
FDx Advisors
Illinois
$217K +$207K +5,346 New
FFO
274
Fortitude Family Office
Arizona
$216K +$207K +5,336 New
SEC
275
Seven Eight Capital
New York
$215K -$1.12M -28,917 -84%