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Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
276
Redwood Wealth Management Group
New Jersey
$245K -$50.9K -1,800 -18%
Neuberger Berman Group
277
Neuberger Berman Group
New York
$241K +$230K +8,144 New
PP
278
PDS Planning
Ohio
$236K +$8.31K +294 +4%
RWM
279
Revisor Wealth Management
Ohio
$233K
QPBE
280
Quintet Private Bank (Europe)
Luxembourg
$231K -$14.1K -500 -6%
FFA
281
Farther Finance Advisors
California
$230K -$275K -9,712 -55%
IC
282
Iconiq Capital
California
$221K
IAS
283
Insigneo Advisory Services
Florida
$220K -$17.9K -634 -8%
AP
284
Anchyra Partners
Georgia
$219K +$11.4K +404 +6%
GHA
285
GW Henssler & Associates
Georgia
$218K -$2.4K -85 -1%
ECM
286
Evergreen Capital Management
Washington
$218K +$208K +7,360 New
SC
287
Savant Capital
Illinois
$217K +$207K +7,333 New
CICI
288
Capital Investment Counsel Inc
North Carolina
$215K +$205K +7,259 New
CAM
289
Cresset Asset Management
Illinois
$210K -$2.83K -100 -1%
LMFP
290
Larry Mathis Financial Planning
Arizona
$205K -$5.68K -201 -3%
CHAM
291
Clear Harbor Asset Management
Connecticut
$204K -$578K -20,460 -75%
IWM
292
IHT Wealth Management
Illinois
$203K +$194K +6,872 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$202K -$109K -3,864 -36%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$201K +$192K +6,785 New
ASN
295
Advisory Services Network
Georgia
$182K -$37.6K -1,329 -18%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$172K +$70.1K +2,481 +71%
SS
297
Sunbelt Securities
Texas
$171K -$48.8K -1,725 -23%
GAM
298
Guinness Asset Management
United Kingdom
$161K
RhumbLine Advisers
299
RhumbLine Advisers
Massachusetts
$155K -$4.97K -176 -3%
LSV Asset Management
300
LSV Asset Management
Illinois
$151K