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Name Holding Trade Value Shares
Change
Change in
Stake
NSEDCP
426
NJ State Employees Deferred Compensation Plan
New Jersey
$347K
IWM
427
IHT Wealth Management
Illinois
$346K +$4.43K +139 +1%
VFA
428
Valeo Financial Advisors
Indiana
$344K -$44.5K -1,395 -12%
OAM
429
Oppenheimer Asset Management
New York
$338K -$5.9K -185 -2%
HSA
430
HBK Sorce Advisory
Pennsylvania
$331K -$319 -10 -0.1%
BBHC
431
Brown Brothers Harriman & Co
New York
$329K +$2.87K +90 +1%
AI
432
Atria Investments
North Carolina
$327K +$14.8K +465 +5%
KWM
433
Kingsview Wealth Management
Oregon
$325K +$300K +9,387 New
MCWS
434
McKinley Carter Wealth Services
West Virginia
$321K
KI
435
Kapitalo Investimentos
Brazil
$315K +$290K +9,096 New
ONSWM
436
Old North State Wealth Management
North Carolina
$309K +$285K +8,916 New
UB
437
UMB Bank
Missouri
$308K
RJT
438
Raymond James Trust
Florida
$305K +$7.72K +242 +3%
RFC
439
Regions Financial Corp
Alabama
$304K -$205K -6,430 -42%
PSP
440
Principal Street Partners
Tennessee
$303K -$13.2K -413 -4%
CPIG
441
Chicago Partners Investment Group
Illinois
$303K +$274K +8,584 New
AIC
442
Aurora Investment Counsel
Georgia
$303K -$1.72M -53,851 -86%
RPWA
443
Regent Peak Wealth Advisors
Georgia
$296K +$319 +10 +0.1%
Focus Partners Wealth
444
Focus Partners Wealth
Massachusetts
$293K +$270K +8,448 New
BC
445
Bridgefront Capital
Texas
$286K -$44.9K -1,408 -15%
DFCM
446
Dark Forest Capital Management
Puerto Rico
$284K +$262K +8,205 New
PCS
447
Personal CFO Solutions
New Jersey
$283K +$319 +10 +0.1%
BFC
448
Bedel Financial Consulting
Indiana
$282K
HKIMG
449
Hutchens & Kramer Investment Management Group
Indiana
$281K
SF
450
Synovus Financial
Georgia
$280K +$257K +8,068 New