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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
251
MGO One Seven
Ohio
$860K +$16.8K +320 +2%
WLG
252
Williamson Legacy Group
Indiana
$857K +$241K +4,594 +40%
LW
253
Linscomb Wealth
Texas
$854K
Geode Capital Management
254
Geode Capital Management
Massachusetts
$831K +$20.3K +388 +3%
SWM
255
Segment Wealth Management
Texas
$827K +$809K +15,447 New
HR
256
Hardy Reed
Mississippi
$817K
CCIA
257
Cherry Creek Investment Advisors
Colorado
$789K +$13.3K +254 +2%
WSFS
258
Wilmington Savings Fund Society
Delaware
$785K
MIM
259
Morningstar Investment Management
Illinois
$782K -$1.15M -21,967 -60%
CSP
260
Cary Street Partners
Virginia
$781K
HP
261
Highlander Partners
Texas
$765K
FCI
262
Financial Counselors Inc
Kansas
$758K
BP
263
BBR Partners
New York
$749K
PMAM
264
Penn Mutual Asset Management
Pennsylvania
$748K -$314K -6,000 -30%
JWCA
265
J.W. Cole Advisors
Florida
$747K +$731K +13,958 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$744K +$39.1K +747 +6%
CF
267
Centaurus Financial
California
$734K +$719K +13,721 New
CAM
268
Creekmur Asset Management
Illinois
$728K +$713K +13,602 New
TI
269
Tidal Investments
Wisconsin
$724K +$202K +3,859 +40%
AH
270
Addis & Hill
Pennsylvania
$723K +$2.41K +46 +0.3%
CIA
271
Concurrent Investment Advisors
Florida
$717K +$16.5K +314 +2%
MML Investors Services
272
MML Investors Services
Massachusetts
$716K +$345K +6,586 +97%
IA
273
Integrity Alliance
Iowa
$712K +$697K +13,299 New
WIA
274
World Investment Advisors
California
$708K
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$706K