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Name Holding Trade Value Shares
Change
Change in
Stake
BP
251
BBR Partners
New York
$622K +$598K +14,000 New
AIP
252
Ameritas Investment Partners
Nebraska
$612K +$588K +13,765 New
PSP
253
Principal Street Partners
Tennessee
$610K +$68.9K +1,612 +13%
Pathstone Holdings
254
Pathstone Holdings
New Jersey
$603K +$3.08K +72 +0.5%
WCA
255
Westover Capital Advisors
Delaware
$600K
AH
256
Addis & Hill
Pennsylvania
$599K +$15.3K +357 +3%
SC
257
Savant Capital
Illinois
$593K -$55.9K -1,308 -9%
FAM
258
Formidable Asset Management
Ohio
$567K -$55.6K -1,300 -9%
William Blair & Company
259
William Blair & Company
Illinois
$558K -$18.8K -439 -3%
SOS
260
Silver Oak Securities
Tennessee
$553K +$9.27K +217 +2%
WIA
261
World Investment Advisors
California
$549K +$1.71K +40 +0.3%
GGA
262
Granite Group Advisors
Connecticut
$548K
MIM
263
Merrion Investment Management
New Jersey
$547K
HR
264
Hardy Reed
Mississippi
$546K
GAM
265
Griffin Asset Management
New York
$544K -$29.1K -680 -5%
AWE
266
Avidian Wealth Enterprises
Texas
$540K +$134K +3,130 +35%
P
267
&Partners
Tennessee
$538K +$214K +5,018 +69%
SWA
268
Stratos Wealth Advisors
Ohio
$529K +$342 +8 +0.1%
MA
269
Mutual Advisors
Nebraska
$526K +$104K +2,441 +26%
EFS
270
Essex Financial Services
Connecticut
$522K +$505K +11,822 New
ACM
271
Avalon Capital Management
California
$517K
MMG
272
Monetary Management Group
Missouri
$516K
VIA
273
Virtus Investment Advisers
Connecticut
$516K
PWP
274
Private Wealth Partners
California
$511K +$491K +11,500 New
WLPWM
275
Walled Lake Planning & Wealth Management
Illinois
$511K +$855 +20 +0.2%