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Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
Strid Group
Pennsylvania
$664K
FFA
252
Founders Financial Alliance
North Carolina
$641K
CTA
253
Chesley Taft & Associates
Illinois
$631K
EM
254
ELCO Management
New York
$631K
LWAM
255
Legacy Wealth Asset Management
Minnesota
$624K
CGH
256
Crossmark Global Holdings
Texas
$620K -$65.4K -372 -11%
SCM
257
Semanteon Capital Management
Massachusetts
$617K +$223K +1,267 +76%
PP
258
Prudential plc
United Kingdom
$609K -$86.3K -491 -14%
AIP
259
ARS Investment Partners
New York
$606K +$70.3K +400 +16%
SCA
260
Snowden Capital Advisors
New York
$586K +$17.9K +102 +4%
N
261
Natixis
France
$568K +$475K +2,700 New
CCFM
262
Clear Creek Financial Management
Washington
$554K +$53.3K +303 +13%
FFA
263
Fortune Financial Advisors
Kansas
$554K -$26.2K -149 -5%
CFMC
264
Curbstone Financial Management Corp
New Hampshire
$549K
XF
265
XML Financial
Maryland
$544K
CWM
266
Circle Wealth Management
New Jersey
$544K +$455K +2,586 New
William Blair & Company
267
William Blair & Company
Illinois
$528K -$5.28K -30 -1%
PFS
268
Prospera Financial Services
Texas
$520K +$7.56K +43 +2%
BMSSC
269
B. Metzler seel. Sohn & Co
Germany
$507K
Bessemer Group
270
Bessemer Group
New Jersey
$500K -$24.6K -140 -6%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$497K +$77.7K +442 +23%
RWB
272
RMR Wealth Builders
New Jersey
$490K
CWM
273
Connecticut Wealth Management
Connecticut
$485K -$70K -398 -15%
PWM
274
Perigon Wealth Management
California
$450K -$19.2K -109 -5%
EWS
275
Evergreen Wealth Solutions
Pennsylvania
$445K +$527 +3 +0.1%