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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1026
Versant Capital Management
Arizona
$251K +$123K +1,943 +110%
OL
1027
Optas LLC
Texas
$250K +$5.26K +83 +2%
BPWM
1028
Badgley Phelps Wealth Managers
Washington
$249K +$4.06K +64 +2%
PL
1029
Parthenon LLC
Kentucky
$248K
CIC
1030
Carnegie Investment Counsel
Ohio
$248K
TPCW
1031
TD Private Client Wealth
New York
$247K +$36.4K +574 +19%
FPAS
1032
Focus Partners Advisor Solutions
Missouri
$246K -$227K -3,585 -50%
TWM
1033
Tradition Wealth Management
Minnesota
$246K +$5.64K +89 +3%
SFG
1034
Sovereign Financial Group
Connecticut
$245K +$230K +3,626 New
ZF
1035
Zhang Financial
Michigan
$244K +$228K +3,602 New
GITFIT
1036
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$244K
PL
1037
Perpetual Ltd
Australia
$244K
BWM
1038
Baron Wealth Management
Michigan
$244K +$228K +3,599 New
FLI
1039
Family Legacy Inc
South Carolina
$242K
FDS
1040
Freedom Day Solutions
Texas
$241K
WC
1041
Wynn Capital
Georgia
$241K +$14.6K +230 +7%
AT
1042
Arlington Trust
Alabama
$239K
KI
1043
Kapitalo Investimentos
Brazil
$238K +$95.6K +1,508 +75%
JF
1044
Jump Financial
Illinois
$238K -$165K -2,596 -42%
FFWM
1045
Future Financial Wealth Management
Ohio
$237K +$127 +2 +0.1%
AC
1046
Avestar Capital
New York
$236K -$102K -1,604 -31%
TFF
1047
The Family Firm
Maryland
$236K +$507 +8 +0.2%
FOA
1048
Five Oceans Advisors
California
$236K +$2.66K +42 +1%
BFG
1049
Berger Financial Group
Minnesota
$236K -$6.36M -100,382 -97%
VC
1050
Veery Capital
Delaware
$236K -$317 -5 -0.1%