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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$23.7K -$8.49K -5,988 -32%
IFAM
277
Institutional & Family Asset Management
Colorado
$23.4K
BRWA
278
B. Riley Wealth Advisors
Florida
$23.3K -$10.1K -7,093 -36%
MCM
279
MAI Capital Management
Ohio
$23.2K -$2.74K -1,934 -13%
MWM
280
Modera Wealth Management
New Jersey
$23.1K
HM
281
Harvest Management
New York
$22.9K
DMBA
282
Deseret Mutual Benefit Administrators
Utah
$22.5K -$3.65K -2,576 -17%
CPIG
283
Chicago Partners Investment Group
Illinois
$21.9K +$41 +29 +0.2%
AHL
284
Abel Hall LLC
Louisiana
$21.5K +$16.7K +11,765 New
MG
285
Mather Group
Illinois
$21.3K -$4.54K -3,202 -22%
AWA
286
Arkadios Wealth Advisors
Georgia
$21.3K -$4.31K -3,038 -21%
LNC
287
Lincoln National Corp
Pennsylvania
$21.1K -$5.21K -3,676 -24%
Wealthfront Advisers
288
Wealthfront Advisers
California
$20.9K +$16.2K +11,432 New
FCP
289
Fidelis Capital Partners
Florida
$20.8K -$32.2K -22,752 -67%
AWE
290
Avidian Wealth Enterprises
Texas
$20.6K
QPWM
291
Quadrant Private Wealth Management
Pennsylvania
$20.4K
AWS
292
Atria Wealth Solutions
New York
$20.3K +$15.7K +11,101 New
HSA
293
HBK Sorce Advisory
Pennsylvania
$20.3K +$15.7K +11,090 New
CI
294
Cigna Investments
Connecticut
$20K
SGC
295
Slocum, Gordon & Co
Rhode Island
$19.8K
KFGK
296
Keystone Financial Group (Kentucky)
Kentucky
$19.7K +$15.2K +10,749 New
SAM
297
Sawgrass Asset Management
Florida
$19.7K +$15.2K +10,748 New
CWM
298
Congress Wealth Management
Massachusetts
$19.7K -$1.31K -924 -8%
AWM
299
Apollon Wealth Management
South Carolina
$19.5K +$15.1K +10,664 New
PFA
300
Pure Financial Advisors
California
$19.5K +$15.1K +10,661 New