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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Pure Financial Advisors
California
$185K +$168K +10,578 New
SRL
277
Scientech Research LLC
New Jersey
$183K +$166K +10,482 New
JIC
278
Johnson Investment Counsel
Ohio
$182K +$1.43K +90 +0.9%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$182K +$165K +10,401 New
PFW
280
Petros Family Wealth
Minnesota
$182K
SAI
281
Savvy Advisors Inc
New York
$179K +$162K +10,231 New
AG
282
AlTi Global
New York
$178K +$161K +10,186 New
CFG
283
Carter Financial Group
Illinois
$178K -$3.2K -202 -2%
TW
284
Traveka Wealth
California
$177K +$160K +10,122 New
PCS
285
Personal CFO Solutions
New Jersey
$177K +$160K +10,104 New
HPM
286
Hoxton Planning & Management
West Virginia
$176K
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$174K +$64.1K +4,046 +69%
DWM
288
Diversify Wealth Management
Utah
$171K +$160K +10,110 New
BWA
289
Basecamp Wealth Advisors
Washington
$158K +$143K +9,016 New
SWM
290
SHP Wealth Management
Massachusetts
$148K +$134K +8,482 New
HNB
291
Huntington National Bank
Ohio
$142K -$29.1K -1,836 -18%
AA
292
Addison Advisors
Vermont
$127K +$428 +27 +0.4%
AAP
293
Arax Advisory Partners
Colorado
$119K -$2.01M -126,872 -95%
BGAI
294
Bruce G. Allen Investments
Colorado
$113K +$222 +14 +0.2%
HI
295
Horizon Investments
North Carolina
$103K +$3.49K +220 +4%
Bessemer Group
296
Bessemer Group
New Jersey
$102K +$59.1K +3,731 +180%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.8K +$9.21K +581 +14%
SPIA
298
Steward Partners Investment Advisory
New York
$81.7K +$11K +695 +17%
AF
299
Allworth Financial
California
$81.4K +$30.3K +1,912 +70%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$77.7K +$18.4K +1,163 +35%