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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
301
Benjamin Edwards Inc
Missouri
$329K -$11.2K -204 -3%
CPA
302
Capital Performance Advisors
California
$326K +$310K +5,673 New
ACC
303
Acorn Creek Capital
Colorado
$322K +$3.66K +67 +1%
Focus Partners Wealth
304
Focus Partners Wealth
Massachusetts
$322K +$6.01K +110 +2%
1WA
305
180 Wealth Advisors
Washington
$318K -$32.2K -589 -10%
WPC
306
Waters Parkerson & Co
Louisiana
$316K
BPA
307
Beacon Pointe Advisors
California
$315K -$2.35K -43 -0.8%
SMA
308
Seven Mile Advisory
New Jersey
$313K +$2.79K +51 +0.9%
SQA
309
Simon Quick Advisors
New Jersey
$309K +$294K +5,381 New
IAA
310
Independent Advisor Alliance
North Carolina
$301K +$1.09K +20 +0.4%
New York State Common Retirement Fund
311
New York State Common Retirement Fund
New York
$298K
AI
312
Atria Investments
North Carolina
$294K -$42.2K -772 -13%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$294K +$20.2K +370 +8%
MWM
314
Manske Wealth Management
Texas
$293K -$69.4K -1,270 -20%
GWM
315
Gitterman Wealth Management
New Jersey
$285K -$11.9K -218 -4%
C
316
Certuity
Florida
$283K +$9.57K +175 +4%
KAS
317
Kestra Advisory Services
Texas
$282K +$269K +4,911 New
ASN
318
Advisory Services Network
Georgia
$281K +$268K +4,896 New
FG
319
Foster Group
Iowa
$279K +$266K +4,862 New
FFA
320
Farther Finance Advisors
California
$274K -$35K -640 -12%
CIM
321
Contravisory Investment Management
Massachusetts
$273K +$7.54K +138 +3%
CP
322
Canopy Partners
Ohio
$273K +$2.19K +40 +0.8%
Fiera Capital (Canada)
323
Fiera Capital (Canada)
Quebec, Canada
$273K +$260K +4,756 New
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$272K +$259K +4,738 New
LCGC
325
Legacy Capital Group California
California
$271K +$7.54K +138 +3%