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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$262K +$52.4K +245 +23%
CFFP
702
Center for Financial Planning
Michigan
$261K
GPWA
703
Great Point Wealth Advisors
Massachusetts
$261K
AWP
704
Accretive Wealth Partners
New Jersey
$261K
DAS
705
Dynamic Advisor Solutions
Arizona
$261K +$2.99K +14 +1%
PIMJS
706
PKO Investment Management Joint-Stock
Poland
$259K
FIM
707
Freedom Investment Management
Connecticut
$257K +$276K +1,290 New
AWA
708
Arkadios Wealth Advisors
Georgia
$254K -$18K -84 -6%
HIA
709
Harbor Investment Advisory
Maryland
$254K -$110K -516 -29%
WPC
710
Wedmont Private Capital
Pennsylvania
$253K -$119K -559 -30%
PI
711
PineBridge Investments
New York
$252K -$5.79M -27,107 -96%
CWM
712
Cahaba Wealth Management
Georgia
$251K -$11.8K -55 -4%
OAM
713
Ostrum Asset Management
France
$251K +$269K +1,260 New
AWM
714
Aprio Wealth Management
Georgia
$250K +$38K +178 +17%
BBNA
715
Bremer Bank National Association
Minnesota
$245K -$28.4K -133 -10%
IA
716
Inspire Advisors
Idaho
$237K +$31.2K +146 +14%
PWS
717
Peterson Wealth Services
Utah
$236K -$12K -56 -5%
Brown Advisory
718
Brown Advisory
Maryland
$235K +$20.9K +98 +9%
SIM
719
Stratos Investment Management
Ohio
$233K -$119K -559 -32%
HNWAG
720
High Net Worth Advisory Group
Florida
$229K
TSS
721
Two Sigma Securities
New York
$228K +$245K +1,148 New
SCM
722
Shelton Capital Management
Colorado
$228K
CFGS
723
Concourse Financial Group Securities
Alabama
$222K +$15.4K +72 +7%
GT
724
Glenview Trust
Kentucky
$221K +$1.71K +8 +0.7%
BP
725
Ballentine Partners
Massachusetts
$220K +$236K +1,104 New