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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
176
Strategic Global Advisors
California
$572K +$96.4K +2,469 +20%
P
177
Pitcairn
Pennsylvania
$567K -$898 -23 -0.2%
AWA
178
Aaron Wealth Advisors
Illinois
$567K +$361K +9,252 +180%
IWC
179
Integrated Wealth Concepts
Massachusetts
$560K -$1.99M -50,895 -78%
AP
180
Americana Partners
Texas
$559K +$80.6K +2,064 +17%
HJIM
181
Henry James International Management
New York
$555K +$781 +20 +0.1%
PFS
182
Prospera Financial Services
Texas
$548K +$664 +17 +0.1%
BP
183
Ballentine Partners
Massachusetts
$536K +$160K +4,106 +43%
SIA
184
Schechter Investment Advisors
Michigan
$527K -$541K -13,860 -51%
PP
185
PDS Planning
Ohio
$525K +$12.2K +312 +2%
BC
186
Bridgefront Capital
Texas
$516K +$511K +13,103 New
BWM
187
BKM Wealth Management
Wisconsin
$509K +$154K +3,941 +44%
LWAM
188
Legacy Wealth Asset Management
Minnesota
$505K +$7.46K +191 +2%
SRC
189
Sage Rhino Capital
California
$499K +$6.99K +179 +1%
William Blair & Company
190
William Blair & Company
Illinois
$489K +$8K +205 +2%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$475K +$46.6K +1,194 +11%
SW
192
SVB Wealth
Massachusetts
$467K -$27K -692 -6%
BWP
193
BSW Wealth Partners
Colorado
$466K +$199K +5,093 +76%
CAM
194
Cozad Asset Management
Illinois
$457K +$168K +4,300 +59%
PHS
195
Pekin Hardy Strauss
Illinois
$453K +$39K +1,000 +10%
CFG
196
Cooper Financial Group
California
$451K +$4.57K +117 +1%
Prudential Financial
197
Prudential Financial
New Jersey
$448K -$689K -17,647 -61%
GI
198
Gradient Investments
Minnesota
$433K -$20.5K -526 -5%
GRP
199
Global Retirement Partners
California
$425K -$33.5K -857 -7%
HAG
200
HighPoint Advisor Group
Illinois
$412K +$10.9K +279 +3%