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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Western Wealth Management
Colorado
$218K -$14.5K -359 -6%
CGL
277
Clarius Group LLC
Washington
$216K +$217K +5,390 New
Cetera Investment Advisers
278
Cetera Investment Advisers
Illinois
$215K -$28.3K -703 -12%
AI
279
Atria Investments
North Carolina
$214K -$452K -11,215 -68%
EBT
280
Enterprise Bank & Trust
Massachusetts
$213K +$214K +5,314 New
WFM
281
Wolff Financial Management
Michigan
$211K -$5.28K -131 -2%
SVWA
282
Sound View Wealth Advisors
Georgia
$207K -$69.2K -1,717 -25%
LWM
283
Lenox Wealth Management
Ohio
$205K +$4.67K +116 +2%
MIC
284
Meridian Investment Counsel
California
$204K -$5.12K -127 -2%
CWS
285
Cypress Wealth Services
California
$204K -$3.22K -80 -2%
CAM
286
Cozad Asset Management
Illinois
$201K -$30.5K -758 -13%
Prudential Financial
287
Prudential Financial
New Jersey
$201K +$201K +5,000 New
PCG
288
Private Capital Group
Connecticut
$197K +$87.1K +2,161 +82%
LFA
289
Legacy Financial Advisors
Kentucky
$179K +$28K +695 +18%
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$167K +$3.95K +98 +2%
OIA
291
OneDigital Investment Advisors
Kansas
$143K -$7.62K -189 -5%
HNB
292
Huntington National Bank
Ohio
$137K -$21.3K -529 -13%
AC
293
Avestar Capital
New York
$128K +$50.6K +1,257 +54%
OWA
294
One Wealth Advisors
California
$128K +$129K +3,198 New
ZB
295
Zions Bancorporation
Utah
$127K +$127K +3,162 New
APA
296
American Portfolios Advisors
New York
$127K +$13.7K +340 +12%
IWP
297
Icon Wealth Partners
Texas
$126K -$24.7K -613 -16%
FIB
298
First Interstate Bank
Montana
$123K -$11.4K -284 -8%
CBT
299
Capital Bank & Trust
California
$117K +$8.3K +206 +8%
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$116K -$24.5K -609 -17%