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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
301
Purkiss Capital Advisors
Connecticut
$596K +$77.1K +910 +14%
RA
302
Riversedge Advisors
Delaware
$596K +$13K +154 +2%
HP
303
Havemeyer Place
Connecticut
$594K -$287K -3,391 -32%
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$591K -$496K -5,859 -45%
CH
305
Cromwell Holdings
Wyoming
$590K
SP
306
SmartHarvest Portfolios
Washington
$589K -$13.4K -158 -2%
OIA
307
OneDigital Investment Advisors
Kansas
$588K +$36.5K +431 +6%
CA
308
Crumly & Associates
Illinois
$585K -$18.1K -214 -3%
Lazard Asset Management
309
Lazard Asset Management
New York
$585K -$15K -177 -1%
AF
310
Allworth Financial
California
$584K +$39.7K +469 +7%
NRC
311
New Republic Capital
North Carolina
$577K -$368K -4,341 -38%
MAMU
312
Myriad Asset Management US
Florida
$573K +$589K +6,949 New
TCIIS
313
TIAA-CREF Individual & Institutional Services
New York
$569K +$585K +6,902 New
SSCA
314
South Shore Capital Advisors
Massachusetts
$565K +$580K +6,850 New
FAM
315
Fred Alger Management
New York
$564K +$203K +2,396 +56%
GCM
316
Gallacher Capital Management
Colorado
$563K -$277K -3,270 -32%
EWA
317
EP Wealth Advisors
California
$557K -$90.8K -1,072 -14%
5NPW
318
55 North Private Wealth
Florida
$547K +$120K +1,422 +27%
PS
319
Principal Securities
Iowa
$538K +$6.18K +73 +1%
SI
320
Seeds Investor
New York
$533K +$226K +2,670 +85%
NWAG
321
Net Worth Advisory Group
Utah
$526K -$7.11K -84 -1%
FAFN
322
First Affirmative Financial Network
Colorado
$523K +$537K +6,335 New
BWA
323
Basecamp Wealth Advisors
Washington
$521K
MWA
324
Medallion Wealth Advisors
Connecticut
$518K
SPW
325
Sonoma Private Wealth
California
$513K +$19.9K +235 +4%