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Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bridgewater Advisors
New York
$523K +$18.8K +330 +4%
WCA
252
Westover Capital Advisors
Delaware
$523K +$25.4K +447 +5%
WC
253
Westerkirk Capital
$519K +$486K +8,544 New
AFO
254
Allie Family Office
Florida
$517K
BPA
255
Beacon Pointe Advisors
California
$516K +$171K +3,007 +55%
CC
256
Courier Capital
New York
$516K
HWM
257
HB Wealth Management
Georgia
$500K +$123K +2,154 +35%
GRP
258
Global Retirement Partners
California
$497K +$466K +8,179 New
EWA
259
EverSource Wealth Advisors
Alabama
$496K +$247K +4,332 +113%
WPC
260
Wedmont Private Capital
Pennsylvania
$495K +$5.46K +96 +1%
ACA
261
Atlas Capital Advisors
Wyoming
$491K -$225K -3,949 -33%
CFG
262
Cooper Financial Group
California
$491K -$278K -4,878 -38%
ATIA
263
American Trust Investment Advisors
New Hampshire
$489K
GCM
264
Gallacher Capital Management
Colorado
$487K -$16.2K -285 -3%
SGA
265
Strategic Global Advisors
California
$469K +$52.5K +923 +14%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$468K -$83.2K -1,461 -16%
Jones Financial Companies
267
Jones Financial Companies
Missouri
$466K +$147K +2,576 +51%
CA
268
Crumly & Associates
Illinois
$465K -$17.4K -306 -4%
DWM
269
Drive Wealth Management
Utah
$465K +$24.9K +438 +6%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$457K -$6.09K -107 -1%
KP
271
Keel Point
Alabama
$456K +$60.7K +1,066 +17%
AWM
272
AE Wealth Management
Kansas
$448K +$35.1K +616 +9%
Brown Advisory
273
Brown Advisory
Maryland
$440K -$644K -11,316 -61%
GQG Partners
274
GQG Partners
Florida
$439K -$9.93M -174,493 -96%
MC
275
Moors & Cabot
Massachusetts
$435K +$10.8K +189 +3%