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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Farther Finance Advisors
California
$324K -$104K -370 -22%
MAS
427
Meeder Advisory Services
Ohio
$322K +$199K +708 +115%
PWS
428
Peterson Wealth Services
Utah
$321K +$357K +1,274 +3,107%
AF
429
Allworth Financial
California
$320K +$243K +866 +195%
AIC
430
Archer Investment Corporation
Indiana
$318K +$365K +1,301 New
SPIA
431
Steward Partners Investment Advisory
New York
$317K +$35.9K +128 +11%
EH
432
Equitable Holdings
New York
$315K +$222K +791 New
PLFS
433
Provident Living Financial Services
Utah
$306K -$9.26K -33 -3%
MFS
434
Miller Financial Services
Michigan
$304K +$94.3K +336 +37%
EWA
435
EP Wealth Advisors
California
$300K +$2.81K +10 +0.8%
KIA
436
Kraematon Investment Advisors
Massachusetts
$300K -$49.9K -178 -13%
DWP
437
Daymark Wealth Partners
Ohio
$296K +$340K +1,213 New
MYIA
438
Mount Yale Investment Advisors
Colorado
$293K -$150K -536 -31%
SCM
439
SCS Capital Management
Massachusetts
$291K
OF
440
Optimize Financial
California
$289K +$332K +1,184 New
Prudential Financial
441
Prudential Financial
New Jersey
$287K -$61.7K -220 -16%
BIG
442
Brooklyn Investment Group
New York
$286K +$329K +1,173 New
AWM
443
Avior Wealth Management
Nebraska
$284K +$113K +402 +53%
EA
444
Emerald Advisers
Pennsylvania
$281K
SA
445
Sanctuary Advisors
Indiana
$279K -$639K -2,277 -67%
OC
446
Oppenheimer & Co
New York
$279K +$320K +1,141 New
GWMR
447
GC Wealth Management RIA
Massachusetts
$278K -$7.57K -27 -2%
WF
448
WinCap Financial
Massachusetts
$272K -$35.1K -125 -10%
LNWTC
449
Laird Norton Wetherby Trust Company
Washington
$268K +$24.7K +88 +9%
NYLIM
450
New York Life Investment Management
New York
$267K +$159K +566 +107%