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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
301
YHB Investment Advisors
Connecticut
$404K – – –
BWA
302
Basecamp Wealth Advisors
Washington
$401K – – –
CA
303
Clearstead Advisors
Ohio
$400K -$377K -12,758 -50%
HIP
304
HUB Investment Partners
Texas
$399K +$87.9K +2,972 +31%
MOS
305
MGO One Seven
Ohio
$397K +$375K +12,666 New
VFA
306
Valeo Financial Advisors
Indiana
$397K +$70.6K +2,386 +23%
KPWS
307
Kestra Private Wealth Services
Texas
$393K -$710 -24 -0.2%
AP
308
Anchyra Partners
Georgia
$392K +$34.3K +1,158 +10%
DWM
309
Drive Wealth Management
Utah
$388K +$6.74K +228 +2%
DG
310
DMC Group
Alabama
$379K +$5K +169 +1%
KAS
311
Kestra Advisory Services
Texas
$379K -$16.7K -565 -4%
DI
312
Diligent Investors
California
$373K -$296K -10,000 -46%
BCM
313
Bayesian Capital Management
New York
$370K +$349K +11,800 New
DWM
314
Diversify Wealth Management
Utah
$369K +$94.6K +3,197 +41%
DAS
315
Diversify Advisory Services
Utah
$369K +$326K +11,032 New
FCAS
316
First Command Advisory Services
Texas
$368K +$327K +11,072 +1,678%
SAM
317
Silvercrest Asset Management
New York
$368K – – –
GA
318
Greenspring Advisors
Maryland
$352K +$10K +339 +3%
WPC
319
Wedmont Private Capital
Pennsylvania
$349K -$33.2K -1,121 -9%
FB
320
Fulton Bank
Pennsylvania
$349K +$329K +11,130 New
FMI
321
Frec Markets Inc
California
$349K +$51.9K +1,754 +19%
MFS
322
Mattson Financial Services
Michigan
$346K +$3.7K +125 +1%
RFC
323
Regions Financial Corp
Alabama
$345K -$149K -5,042 -31%
BA
324
Bridgewater Advisors
New York
$345K +$4.32K +146 +2%
EA
325
Emerald Advisors
Washington
$343K +$27.9K +942 +9%