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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
576
WR Wealth Planners
Missouri
$410K +$423K +815 New
BCFD
577
Boit C.F. David
$407K -$51.9K -100 -11%
CCM
578
Coldstream Capital Management
Washington
$400K -$67.4K -130 -14%
BFA
579
BMS Financial Advisors
South Dakota
$400K +$25.4K +49 +7%
CG
580
Caprock Group
Idaho
$399K +$8.82K +17 +2%
CRCM
581
Corbett Road Capital Management
Virginia
$398K +$410K +791 New
WEG
582
World Equity Group
Illinois
$397K +$410K +790 New
MAM
583
Magellan Asset Management
Australia
$397K +$72.1K +139 +21%
S
584
SignatureFD
Georgia
$396K +$22.8K +44 +6%
BAMF
585
BI Asset Management Fondsmaeglerselskab
Denmark
$395K +$408K +786 New
JF
586
JSF Financial
California
$394K -$316K -610 -44%
ERWM
587
Elk River Wealth Management
Colorado
$392K – – –
RA
588
RFG Advisory
Alabama
$390K -$9.85K -19 -2%
PFS
589
Prospera Financial Services
Texas
$390K +$150K +290 +60%
PFO
590
Pathstone Family Office
New Jersey
$389K -$31.6K -61 -7%
BMCM
591
Bryn Mawr Capital Management
Pennsylvania
$388K +$400K +772 New
OIA
592
OneDigital Investment Advisors
Kansas
$387K +$39.9K +77 +11%
SP
593
Symmetry Partners
Connecticut
$374K – – –
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$370K -$1.24M -2,393 -77%
SWA
595
SFMG Wealth Advisors
Texas
$370K -$1.04K -2 -0.3%
FA
596
Faithward Advisors
Pennsylvania
$367K -$70K -135 -16%
WSFS
597
Wilmington Savings Fund Society
Delaware
$366K -$91.8K -177 -20%
Lido Advisors
598
Lido Advisors
California
$366K +$15K +29 +4%
VF
599
Virtu Financial
New York
$362K +$182K +350 +95%
HSA
600
HBK Sorce Advisory
Pennsylvania
$359K +$7.78K +15 +2%