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Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$462K +$16.3K +808 +4%
CWM
227
Challenger Wealth Management
California
$459K
BTI
228
Blue Trust Inc
Georgia
$454K -$39.2K -1,940 -9%
KAS
229
Kestra Advisory Services
Texas
$446K +$122K +6,041 +42%
SWP
230
Sagespring Wealth Partners
Tennessee
$438K +$48.9K +2,423 +14%
MT
231
Midwest Trust
Kansas
$437K +$404K +19,989 New
CCA
232
Checchi Capital Advisers
California
$415K -$29.1K -1,439 -7%
SW
233
Simplicity Wealth
New Jersey
$412K +$381K +18,858 New
HWM
234
HB Wealth Management
Georgia
$412K +$71.7K +3,548 +23%
SC
235
Savant Capital
Illinois
$410K +$379K +18,761 New
RG
236
Rathbones Group
United Kingdom
$396K -$8.3K -411 -2%
SRC
237
Sage Rhino Capital
California
$395K -$2.63K -130 -0.7%
IC
238
Iconiq Capital
California
$394K +$4.87K +241 +1%
SIC
239
Samalin Investment Counsel
New York
$389K +$7.88K +390 +2%
NP
240
Nilsine Partners
Colorado
$383K +$8.97K +444 +3%
CIA
241
Concurrent Investment Advisors
Florida
$383K +$70.7K +3,499 +25%
CTC
242
Cetera Trust Company
Minnesota
$381K -$50K -2,475 -12%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$379K +$10.7K +532 +3%
NWAG
244
Net Worth Advisory Group
Utah
$371K +$2.12K +105 +0.6%
FFA
245
Farther Finance Advisors
California
$369K +$45.8K +2,268 +16%
SCP
246
Sivia Capital Partners
California
$368K +$55.4K +2,745 +19%
SCA
247
Snowden Capital Advisors
New York
$367K -$57K -2,823 -14%
P
248
Pitcairn
Pennsylvania
$361K -$58.7K -2,905 -15%
AWM
249
AE Wealth Management
Kansas
$360K +$19.1K +948 +6%
RLH
250
RD Lewis Holdings
Florida
$359K +$303K +14,981 New