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Name Holding Trade Value Shares
Change
Change in
Stake
SA
426
Skyline Advisors
Washington
$317K
UB
427
UMB Bank
Missouri
$316K -$9.88K -768 -3%
OIA
428
OneDigital Investment Advisors
Kansas
$307K +$297K +23,089 New
WA
429
Wealth Alliance
New York
$301K +$291K +22,648 New
Brown Advisory
430
Brown Advisory
Maryland
$297K -$157K -12,216 -35%
IAA
431
Independent Advisor Alliance
North Carolina
$297K +$108K +8,401 +60%
S
432
Sunpointe
Missouri
$296K +$7.89K +613 +3%
EWM
433
Elevatus Welath Management
New York
$295K +$286K +22,238 New
WS
434
Wedbush Securities
California
$292K +$283K +22,005 New
BB
435
Burford Brothers
Texas
$291K +$23.8K +1,850 +9%
MHC
436
May Hill Capital
Massachusetts
$290K +$141K +10,930 +101%
SWM
437
Stronghold Wealth Management
Florida
$289K +$33.9K +2,637 +14%
VCM
438
Versant Capital Management
Arizona
$286K -$6.32K -491 -2%
WCFA
439
Walkner Condon Financial Advisors
Wisconsin
$285K +$276K +21,467 New
PHS
440
Pekin Hardy Strauss
Illinois
$284K +$147K +11,400 +114%
WA
441
Waverly Advisors
Alabama
$284K +$144K +11,193 +110%
FFN
442
Focus Financial Network
Minnesota
$282K +$772 +60 +0.3%
VFA
443
Valeo Financial Advisors
Indiana
$281K +$35.4K +2,748 +15%
MGI
444
Miller Global Investments
Texas
$275K -$2.19M -169,981 -89%
EWM
445
Empirical Wealth Management
Washington
$268K -$27.6K -2,148 -10%
MFG
446
Merit Financial Group
Georgia
$267K -$294K -22,824 -53%
BSAM
447
Blue Square Asset Management
New York
$266K +$257K +20,000 New
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
$265K +$106K +8,225 +70%
CW
449
CreativeOne Wealth
Kansas
$265K +$67.5K +5,243 +36%
TDC
450
Thompson Davis & Co
Virginia
$264K +$256K +19,900 New