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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$354K -$52K -800 -14%
AWM
327
Avior Wealth Management
Nebraska
$350K -$3.51K -54 -1%
FPAS
328
Focus Partners Advisor Solutions
Missouri
$348K +$54.6K +840 +21%
GSEP
329
Golden State Equity Partners
California
$341K +$312K +4,799 New
CP
330
Canopy Partners
Ohio
$338K
TIAA Trust, National Association
331
TIAA Trust, National Association
North Carolina
$335K +$11K +169 +4%
NRC
332
New Republic Capital
North Carolina
$334K +$46.5K +715 +18%
SMA
333
Sage Mountain Advisors
Georgia
$334K +$36.3K +558 +13%
MWM
334
Manske Wealth Management
Texas
$333K -$10.4K -160 -3%
FG
335
Foster Group
Iowa
$331K
SIAG
336
Safeguard Investment Advisory Group
California
$331K +$390 +6 +0.1%
WIA
337
World Investment Advisors
California
$324K +$27.4K +422 +10%
PWM
338
Perigon Wealth Management
California
$318K +$16.9K +260 +6%
BJL
339
Brighton Jones LLC
Washington
$317K +$290K +4,462 New
C
340
Certuity
Florida
$316K -$27.5K -423 -9%
FCH
341
Freestone Capital Holdings
Washington
$314K +$288K +4,429 New
FAFN
342
First Affirmative Financial Network
Colorado
$313K +$16.5K +253 +6%
Group One Trading
343
Group One Trading
Illinois
$311K -$443K -6,815 -61%
HH
344
Hilltop Holdings
Texas
$305K +$279K +4,293 New
PWG
345
Portside Wealth Group
Utah
$303K +$278K +4,275 New
GWM
346
Geneos Wealth Management
Colorado
$300K -$164K -2,529 -37%
NP
347
Nilsine Partners
Colorado
$292K +$268K +4,119 New
CFG
348
Carter Financial Group
Illinois
$291K +$266K +4,097 New
RCA
349
Resonant Capital Advisors
Wisconsin
$290K +$265K +4,081 New
CWM
350
Cornerstone Wealth Management
Missouri
$289K -$1.56K -24 -0.6%