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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
301
Main Street Research
Connecticut
$605K +$24.2K +338 +5%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$596K +$338K +4,730 +168%
KP
303
Keel Point
Alabama
$596K +$4.93K +69 +0.9%
Lazard Asset Management
304
Lazard Asset Management
New York
$593K -$55.2K -772 -6%
MCM
305
Monument Capital Management
Virginia
$592K +$314K +4,397 +141%
ACA
306
Atlas Capital Advisors
Wyoming
$589K +$536K +7,489 New
GS
307
GWN Securities
Florida
$580K +$129K +1,806 +32%
NI
308
Natural Investments
California
$579K +$66.2K +926 +14%
CA
309
Crumly & Associates
Illinois
$575K -$3.22K -45 -0.6%
FRM
310
Fox Run Management
Connecticut
$574K +$2K +28 +0.4%
SP
311
SmartHarvest Portfolios
Washington
$574K +$522K +7,296 New
CPA
312
Capital Performance Advisors
California
$565K +$30K +419 +6%
RA
313
Riversedge Advisors
Delaware
$556K -$10.9K -153 -2%
ASN
314
Advisory Services Network
Georgia
$553K +$72.7K +1,016 +17%
CH
315
Cromwell Holdings
Wyoming
$548K
APM
316
a16z Perennial Management
California
$536K +$54.2K +758 +13%
BWP
317
BSW Wealth Partners
Colorado
$534K -$14.1K -197 -3%
OIA
318
OneDigital Investment Advisors
Kansas
$527K +$75.9K +1,062 +19%
KAS
319
Kestra Advisory Services
Texas
$522K +$53.1K +742 +13%
AF
320
Allworth Financial
California
$520K +$18.2K +254 +4%
WA
321
Wealth Alliance
New York
$517K +$196K +2,737 +71%
NWAG
322
Net Worth Advisory Group
Utah
$509K +$10.4K +146 +2%
PS
323
Principal Securities
Iowa
$507K +$95.5K +1,335 +26%
BWA
324
Basecamp Wealth Advisors
Washington
$497K +$452K +6,321 New
PCA
325
Purkiss Capital Advisors
Connecticut
$497K +$43.9K +614 +11%