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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$314K +$273K +1,509 New
IAA
652
Independent Advisor Alliance
North Carolina
$313K -$179K -988 -40%
CIA
653
Cladis Investment Advisory
Montana
$312K +$272K +1,500 New
KPF
654
K2 Principal Fund
Ontario, Canada
$312K +$272K +1,500 New
SWP
655
Strategic Wealth Partners
Ohio
$311K -$565K -3,117 -68%
VCM
656
Versant Capital Management
Arizona
$309K +$200K +1,102 +286%
KCP
657
Kera Capital Partners
California
$308K +$320K +1,766 New
TC
658
TownSquare Capital
Utah
$303K +$37.7K +208 +17%
HH
659
Hilltop Holdings
Texas
$302K +$263K +1,454 New
C
660
Covestor
United Kingdom
$301K +$40.8K +225 +18%
IEFM
661
IQ EQ Fund Management
Ireland
$300K -$14.3K -79 -5%
PWM
662
Perigon Wealth Management
California
$297K +$52K +287 +25%
LI
663
Lafayette Investments
Maryland
$297K +$9.42K +52 +4%
PA
664
Pinnacle Associates
New York
$291K +$254K +1,401 New
FHA
665
Flagship Harbor Advisors
Massachusetts
$290K -$57.6K -318 -19%
CCFM
666
Clear Creek Financial Management
Washington
$289K -$87.7K -484 -26%
WWM
667
Western Wealth Management
Colorado
$289K +$3.98K +22 +2%
DADC
668
D.A. Davidson & Co
Montana
$288K -$74.5K -411 -23%
Envestnet Portfolio Solutions
669
Envestnet Portfolio Solutions
Illinois
$287K -$258K -1,423 -51%
WG
670
Winton Group
United Kingdom
$286K +$249K +1,374 New
FFM
671
Forum Financial Management
Illinois
$285K -$181K -999 -42%
PAS
672
Park Avenue Securities
New York
$283K +$247K +1,364 New
WANY
673
Wealthspire Advisors (New York)
New York
$283K +$41.1K +227 +20%
BBHC
674
Brown Brothers Harriman & Co
New York
$278K +$111K +612 +84%
TPCW
675
TD Private Client Wealth
New York
$278K +$232K +1,278 +2,130%