Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
726
Barnes Pettey Financial Advisors
Mississippi
$236K – – –
SIA
727
Schechter Investment Advisors
Michigan
$235K -$8.23K -41 -4%
HSA
728
HBK Sorce Advisory
Pennsylvania
$235K +$2.41K +12 +1%
AFAS
729
Acorn Financial Advisory Services
Virginia
$233K – – –
AWA
730
Arkadios Wealth Advisors
Georgia
$230K -$51.4K -256 -20%
PA
731
Pinnacle Associates
New York
$228K -$11.4K -57 -5%
ICP
732
Interchange Capital Partners
Pennsylvania
$227K +$202K +1,008 New
IWP
733
Icon Wealth Partners
Texas
$224K – – –
TIMH
734
Tilt Investment Management Holdings
New York
$224K +$200K +995 New
SL
735
Sentinus LLC
Illinois
$222K +$198K +988 New
TC
736
TownSquare Capital
Utah
$222K -$76.7K -382 -28%
ANTB
737
AMG National Trust Bank
Colorado
$221K -$155K -771 -44%
WG
738
Winton Group
United Kingdom
$220K +$197K +979 New
BWM
739
Buckley Wealth Management
Nevada
$220K +$196K +978 New
CSPIA
740
Cary Street Partners Investment Advisory
Virginia
$219K +$4.22K +21 +2%
Winslow Capital Management
741
Winslow Capital Management
Minnesota
$219K -$206M -1,025,747 -100%
LRIA
742
Leonard Rickey Investment Advisors
Washington
$217K +$194K +966 New
CW
743
Cook Wealth
North Carolina
$216K +$193K +961 New
BHCM
744
Brevan Howard Capital Management
Jersey
$213K +$190K +946 New
FAFN
745
First Affirmative Financial Network
Colorado
$209K +$187K +931 New
GLA
746
Good Life Advisors
Pennsylvania
$206K -$20.3K -101 -10%
QI
747
Qtron Investments
Massachusetts
$205K +$183K +913 New
FI
748
Fractal Investments
Connecticut
$205K +$183K +910 New
AIM
749
Anchor Investment Management
South Carolina
$202K – – –
CWS
750
Cypress Wealth Services
California
$200K +$182K +905 New