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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$1.1M -$35.8K -511 -3%
AAS
327
Avantax Advisory Services
Texas
$1.1M +$1.02M +14,596 New
PP
328
Pacifica Partners
Canada
$1.09M -$11.5K -165 -1%
CF
329
Centaurus Financial
California
$1.09M +$1.01M +14,494 New
Creative Planning
330
Creative Planning
Kansas
$1.06M -$9.31K -133 -0.9%
DC
331
Davenport & Co
Virginia
$1.05M -$27.4K -392 -3%
CCC
332
Chelsea Counsel Company
California
$1.04M +$610K +8,715 +168%
EP
333
Edgestream Partners
New Jersey
$1.04M +$970K +13,857 New
QI
334
Qtron Investments
Massachusetts
$1.04M – – –
DWM
335
Dorchester Wealth Management
Quebec, Canada
$1.03M +$72.2K +1,032 +8%
AW
336
Alaethes Wealth
Nevada
$1.01M +$132K +1,882 +16%
KWM
337
Kingsview Wealth Management
Oregon
$1.01M +$610K +8,712 +185%
LSA
338
Leonteq Securities AG
Switzerland
$1.01M +$538K +7,693 +136%
DGAM
339
Desjardins Global Asset Management
Quebec, Canada
$999K +$929K +13,271 New
TI
340
Tidal Investments
Wisconsin
$996K +$927K +13,251 New
FPF
341
First Pacific Financial
Washington
$974K -$59.2K -846 -6%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$967K +$69.2K +989 +8%
Group One Trading
343
Group One Trading
Illinois
$956K +$423K +6,049 +91%
JSC
344
Jackson Square Capital
California
$951K +$34.5K +493 +4%
Truist Financial
345
Truist Financial
North Carolina
$940K -$148K -2,116 -14%
CA
346
Cetera Advisors
Colorado
$937K -$296K -4,224 -25%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$936K +$28.6K +409 +3%
LPIC
348
LeJeune Puetz Investment Counsel
Michigan
$929K – – –
LFAS
349
Level Four Advisory Services
Texas
$909K +$45.8K +654 +6%
RCM
350
Radnor Capital Management
Pennsylvania
$906K +$129K +1,840 +18%