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Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$695K -$87.2K -955 -12%
MGWM
302
Marks Group Wealth Management
Minnesota
$694K -$1.06M -11,654 -61%
SP
303
SmartHarvest Portfolios
Washington
$692K +$13.1K +144 +2%
CC
304
Courier Capital
New York
$691K
CA
305
Crumly & Associates
Illinois
$675K
TCIIS
306
TIAA-CREF Individual & Institutional Services
New York
$674K +$17.3K +190 +3%
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$672K -$8.58K -94 -1%
NRC
308
New Republic Capital
North Carolina
$671K +$6.02K +66 +0.9%
HIP
309
HUB Investment Partners
Texas
$667K +$169K +1,847 +36%
AF
310
Allworth Financial
California
$664K -$9.4K -103 -1%
CH
311
Cromwell Holdings
Wyoming
$662K
GCM
312
Gallacher Capital Management
Colorado
$644K -$4.2K -46 -0.7%
AP
313
Anchyra Partners
Georgia
$635K +$48.5K +531 +9%
OFO
314
OneAscent Family Office
Alabama
$634K +$129K +1,419 +27%
FAM
315
Fred Alger Management
New York
$633K
SPW
316
Sonoma Private Wealth
California
$622K +$29.4K +322 +5%
PCA
317
Purkiss Capital Advisors
Connecticut
$619K -$65.7K -720 -10%
CAM
318
Cresset Asset Management
Illinois
$619K -$109K -1,192 -15%
NWAG
319
Net Worth Advisory Group
Utah
$616K +$8.49K +93 +1%
DWM
320
Diversify Wealth Management
Utah
$609K -$127K -1,395 -19%
DAS
321
Diversify Advisory Services
Utah
$609K +$535K +5,859 New
NI
322
Natural Investments
California
$603K -$86.3K -946 -13%
BWA
323
Basecamp Wealth Advisors
Washington
$601K
AWP
324
Abacus Wealth Partners
California
$601K -$809K -8,867 -58%
PCG
325
Prosperity Consulting Group
Maryland
$596K +$292K +3,204 +105%