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Name Holding Trade Value Shares
Change
Change in
Stake
MP
251
McDonald Partners
Ohio
$867K -$96.8K -1,847 -10%
MOS
252
MGO One Seven
Ohio
$860K +$16.8K +320 +2%
WLG
253
Williamson Legacy Group
Indiana
$857K +$241K +4,594 +40%
LW
254
Linscomb Wealth
Texas
$854K – – –
Geode Capital Management
255
Geode Capital Management
Massachusetts
$831K +$20.3K +388 +3%
SWM
256
Segment Wealth Management
Texas
$827K +$809K +15,447 New
HR
257
Hardy Reed
Mississippi
$817K – – –
CCIA
258
Cherry Creek Investment Advisors
Colorado
$789K +$13.3K +254 +2%
WSFS
259
Wilmington Savings Fund Society
Delaware
$785K – – –
MIM
260
Morningstar Investment Management
Illinois
$782K -$1.15M -21,967 -60%
CSP
261
Cary Street Partners
Virginia
$781K – – –
HP
262
Highlander Partners
Texas
$765K – – –
FCI
263
Financial Counselors Inc
Kansas
$758K – – –
BP
264
BBR Partners
New York
$749K – – –
PMAM
265
Penn Mutual Asset Management
Pennsylvania
$748K -$314K -6,000 -30%
JWCA
266
J.W. Cole Advisors
Florida
$747K +$731K +13,958 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$744K +$39.1K +747 +6%
CF
268
Centaurus Financial
California
$734K +$719K +13,721 New
CAM
269
Creekmur Asset Management
Illinois
$728K +$713K +13,602 New
TI
270
Tidal Investments
Wisconsin
$724K +$202K +3,859 +40%
AH
271
Addis & Hill
Pennsylvania
$723K +$2.41K +46 +0.3%
CIA
272
Concurrent Investment Advisors
Florida
$717K +$16.5K +314 +2%
MML Investors Services
273
MML Investors Services
Massachusetts
$716K +$345K +6,586 +97%
IA
274
Integrity Alliance
Iowa
$712K +$697K +13,299 New
WIA
275
World Investment Advisors
California
$708K – – –