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Name Holding Trade Value Shares
Change
Change in
Stake
SP
176
SmartHarvest Portfolios
Washington
$291K +$272K +7,646 New
OneDigital Investment Advisors
177
OneDigital Investment Advisors
Kansas
$287K +$268K +7,536 New
Sivia Capital Partners
178
Sivia Capital Partners
California
$286K +$268K +7,529 New
Dimensional Fund Advisors
179
Dimensional Fund Advisors
Texas
$286K -$891K -25,037 -77%
Merit Financial Group
180
Merit Financial Group
Georgia
$271K +$254K +7,131 New
Diversify Advisory Services
181
Diversify Advisory Services
Utah
$270K +$239K +6,709 New
Diversify Wealth Management
182
Diversify Wealth Management
Utah
$270K +$239K +6,709 New
NewSquare Capital
183
NewSquare Capital
Pennsylvania
$268K +$250K +7,034 New
TD Private Client Wealth
184
TD Private Client Wealth
New York
$267K +$74.3K +2,088 +42%
Ballentine Partners
185
Ballentine Partners
Massachusetts
$267K – – –
Vestmark Advisory Solutions
186
Vestmark Advisory Solutions
Massachusetts
$265K -$33.8K -949 -12%
EL
187
EWA LLC
Pennsylvania
$264K -$1.21K -34 -0.5%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$256K +$240K +6,740 New
Commerce Bank
189
Commerce Bank
Missouri
$251K +$235K +6,608 New
NFP
190
Narus Financial Partners
Utah
$247K +$231K +6,500 New
Perigon Wealth Management
191
Perigon Wealth Management
California
$240K +$225K +6,319 New
Crestwood Advisors Group
192
Crestwood Advisors Group
Massachusetts
$238K +$223K +6,261 New
Walkner Condon Financial Advisors
193
Walkner Condon Financial Advisors
Wisconsin
$232K +$217K +6,096 New
Bridgewater Advisors
194
Bridgewater Advisors
New York
$229K +$391 +11 +0.2%
DWM
195
Drive Wealth Management
Utah
$225K +$211K +5,923 New
Old National Bancorp
196
Old National Bancorp
Indiana
$223K +$209K +5,873 New
Range Advisory
197
Range Advisory
Virginia
$219K +$205K +5,763 New
5NPW
198
55 North Private Wealth
Florida
$213K +$200K +5,610 New
Clearstead Advisors
199
Clearstead Advisors
Ohio
$204K -$191K -5,362 -50%
Icon Wealth Advisors
200
Icon Wealth Advisors
Texas
$203K +$190K +5,337 New