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Name Holding Trade Value Shares
Change
Change in
Stake
LA
276
Legacy Advisors
Pennsylvania
$236K +$25K +1,409 New
TFS
277
Thoroughbred Financial Services
Tennessee
$233K – – –
MSAM
278
Moloney Securities Asset Management
Missouri
$233K +$8.93K +503 +4%
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$232K +$21.1K +1,189 +11%
KCM
280
Kathmere Capital Management
Pennsylvania
$231K +$210K +11,796 New
KP
281
Keel Point
Alabama
$230K +$30.2K +1,703 +17%
DWM
282
Drive Wealth Management
Utah
$227K +$12.6K +707 +6%
WSFS
283
Wilmington Savings Fund Society
Delaware
$225K -$36K -2,027 -15%
BRWA
284
B. Riley Wealth Advisors
Florida
$224K +$204K +11,458 New
TW
285
Traveka Wealth
California
$224K -$6.29K -354 -3%
PFS
286
Prospera Financial Services
Texas
$224K +$203K +11,422 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$220K -$185K -10,437 -48%
BGAI
288
Bruce G. Allen Investments
Colorado
$219K +$59.6K +3,358 +43%
SAM
289
Silvercrest Asset Management
New York
$218K +$197K +11,104 New
ASN
290
Advisory Services Network
Georgia
$215K -$704K -39,611 -78%
AG
291
Ascent Group
Virginia
$209K +$190K +10,683 New
IA
292
Integrity Alliance
Iowa
$209K +$189K +10,646 New
WPC
293
Wedmont Private Capital
Pennsylvania
$208K +$12.3K +693 +6%
NI
294
Natural Investments
California
$207K -$6.18K -348 -3%
IWM
295
IHT Wealth Management
Illinois
$206K -$14.4K -808 -7%
HR
296
Hardy Reed
Mississippi
$205K – – –
GT
297
Glenview Trust
Kentucky
$203K – – –
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$203K -$9.08K -511 -5%
LSWM
299
Lorne Steinberg Wealth Management
Canada
$201K +$182K +10,250 New
OFG
300
Oxford Financial Group
Indiana
$200K +$3.98K +224 +2%