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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
576
Pursue Wealth Partners
California
$271K
JC
577
Jacobs & Co
California
$270K
BFM
578
Boston Financial Management
Massachusetts
$268K
PK
579
Pflug Koory
Nebraska
$268K
BWA
580
BlueChip Wealth Advisors
Georgia
$268K +$232K +4,000 New
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$267K -$2.67K -46 -1%
BRM
582
Boston Research & Management
Massachusetts
$267K
EFS
583
Essex Financial Services
Connecticut
$267K +$3.77K +65 +2%
GS
584
GTS Securities
Florida
$266K +$231K +3,976 New
BC
585
Bridgefront Capital
Texas
$265K -$162K -2,788 -41%
UB
586
UMB Bank
Missouri
$262K
IC
587
IEQ Capital
California
$262K -$149K -2,571 -40%
MWM
588
Modern Wealth Management
Kansas
$261K +$226K +3,891 New
LNC
589
Lincoln National Corp
Pennsylvania
$259K -$465 -8 -0.2%
CCM
590
Cullen Capital Management
New York
$258K -$82.7K -1,424 -27%
RCAG
591
Rehmann Capital Advisory Group
Michigan
$256K -$16.8K -290 -7%
OA
592
Oxbow Advisors
Texas
$255K
GA
593
Geller Advisors
New York
$251K -$17.4K -300 -7%
LSAG
594
Lake Street Advisors Group
New Hampshire
$250K +$217K +3,737 New
SPIA
595
Steward Partners Investment Advisory
New York
$250K -$290 -5 -0.1%
HI
596
Horizon Investments
North Carolina
$241K +$9.47K +163 +5%
PE
597
Point72 Europe
United Kingdom
$239K +$207K +3,567 New
BIG
598
Brooklyn Investment Group
New York
$237K +$206K +3,542 New
TF
599
Tompkins Financial
New York
$234K
CP
600
Covenant Partners
Tennessee
$234K +$203K +3,500 New