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Name Holding Trade Value Shares
Change
Change in
Stake
PE
301
PCM Encore
Colorado
$336K +$14.4K +513 +4%
YIA
302
YHB Investment Advisors
Connecticut
$336K – – –
BWA
303
Basecamp Wealth Advisors
Washington
$333K – – –
KAS
304
Kestra Advisory Services
Texas
$329K -$239K -8,496 -40%
KPWS
305
Kestra Private Wealth Services
Texas
$327K +$12.2K +433 +4%
DWM
306
Drive Wealth Management
Utah
$316K -$51.3K -1,822 -13%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$315K -$25.5K -908 -7%
DG
308
DMC Group
Alabama
$310K +$20.7K +735 +7%
SAM
309
Silvercrest Asset Management
New York
$305K – – –
PS
310
Principal Securities
Iowa
$301K -$21.8K -776 -6%
KOCAA
311
Knights of Columbus Asset Advisors
Connecticut
$297K – – –
AP
312
Anchyra Partners
Georgia
$295K +$14.7K +524 +5%
EWM
313
Empirical Wealth Management
Washington
$294K +$318K +11,287 New
NP
314
Nilsine Partners
Colorado
$291K -$160K -5,675 -35%
BA
315
Bridgewater Advisors
New York
$285K +$5.29K +188 +2%
TW
316
Traveka Wealth
California
$283K -$22.7K -806 -7%
GA
317
Greenspring Advisors
Maryland
$283K +$5.06K +180 +2%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$279K +$6.02K +214 +2%
JG
319
Jain Global
New York
$277K +$299K +10,628 New
OC
320
Oppenheimer & Co
New York
$275K +$15.7K +558 +6%
BGAI
321
Bruce G. Allen Investments
Colorado
$274K -$11.3K -403 -4%
MFS
322
Mattson Financial Services
Michigan
$272K +$293K +10,428 New
WRPWM
323
Werba Rubin Papier Wealth Management
California
$271K +$1.94K +69 +0.7%
GT
324
Glenview Trust
Kentucky
$271K -$338 -12 -0.1%
IRC
325
Investors Research Corp
Georgia
$268K -$845K -30,035 -75%