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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$263K +$282K +1,320 New
BPA
702
Beacon Pointe Advisors
California
$262K +$52.4K +245 +23%
CFFP
703
Center for Financial Planning
Michigan
$261K – – –
GPWA
704
Great Point Wealth Advisors
Massachusetts
$261K – – –
AWP
705
Accretive Wealth Partners
New Jersey
$261K – – –
DAS
706
Dynamic Advisor Solutions
Arizona
$261K +$2.99K +14 +1%
PIMJS
707
PKO Investment Management Joint-Stock
Poland
$259K – – –
FIM
708
Freedom Investment Management
Connecticut
$257K +$276K +1,290 New
AWA
709
Arkadios Wealth Advisors
Georgia
$254K -$18K -84 -6%
HIA
710
Harbor Investment Advisory
Maryland
$254K -$110K -516 -29%
WPC
711
Wedmont Private Capital
Pennsylvania
$253K -$119K -559 -30%
PI
712
PineBridge Investments
New York
$252K -$5.79M -27,107 -96%
CWM
713
Cahaba Wealth Management
Georgia
$251K -$11.8K -55 -4%
OAM
714
Ostrum Asset Management
France
$251K +$269K +1,260 New
AWM
715
Aprio Wealth Management
Georgia
$250K +$38K +178 +17%
BBNA
716
Bremer Bank National Association
Minnesota
$245K -$28.4K -133 -10%
IA
717
Inspire Advisors
Idaho
$237K +$31.2K +146 +14%
PWS
718
Peterson Wealth Services
Utah
$236K -$12K -56 -5%
Brown Advisory
719
Brown Advisory
Maryland
$235K +$20.9K +98 +9%
SIM
720
Stratos Investment Management
Ohio
$233K -$119K -559 -32%
HNWAG
721
High Net Worth Advisory Group
Florida
$229K – – –
TSS
722
Two Sigma Securities
New York
$228K +$245K +1,148 New
SCM
723
Shelton Capital Management
Colorado
$228K – – –
CFGS
724
Concourse Financial Group Securities
Alabama
$222K +$15.4K +72 +7%
GT
725
Glenview Trust
Kentucky
$221K +$1.71K +8 +0.7%