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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
276
Baker Tilly Wealth Management
Wisconsin
$211K -$57.8K -275 -23%
CPRC
277
Consolidated Portfolio Review Corp
New York
$209K +$192K +915 New
BPA
278
Beacon Pointe Advisors
California
$203K +$186K +888 New
EP
279
Edgestream Partners
New Jersey
$201K -$2.78M -13,230 -94%
AssetMark Inc
280
AssetMark Inc
California
$192K +$98.3K +468 +126%
QCG
281
Quadrant Capital Group
Ohio
$184K -$18.5K -88 -10%
ACA
282
Atlas Capital Advisors
Wyoming
$181K
ST
283
Smithfield Trust
Pennsylvania
$157K
SWM
284
Spire Wealth Management
Virginia
$149K +$49.6K +236 +57%
GBT
285
Grove Bank & Trust
Florida
$135K +$5.04K +24 +4%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$135K
WTC
287
WhitTier Trust Company
Nevada
$133K +$69.5K +331 +131%
IWP
288
Icon Wealth Partners
Texas
$131K +$120K +572 New
HCP
289
Hexagon Capital Partners
Arkansas
$130K -$2.73K -13 -2%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$127K +$10.5K +50 +10%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$120K +$3.15K +15 +3%
Pacer Advisors
292
Pacer Advisors
Pennsylvania
$114K +$3.15K +15 +3%
JWM
293
Janiczek Wealth Management
Colorado
$112K +$5.46K +26 +6%
SOW
294
State of Wyoming
Wyoming
$109K -$261K -1,242 -72%
GRP
295
Global Retirement Partners
California
$91.7K +$26.9K +128 +36%
FP
296
Financial Perspectives
Minnesota
$90.5K
CFGS
297
Concourse Financial Group Securities
Alabama
$85.1K +$8.4K +40 +12%
HIA
298
Harbor Investment Advisory
Maryland
$75.8K
PTC
299
Private Trust Company
Ohio
$74.4K +$1.47K +7 +2%
Loomis, Sayles & Company
300
Loomis, Sayles & Company
Massachusetts
$63K