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Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
Mutual Advisors
Nebraska
$273K +$237K +2,205 New
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$273K +$4.41K +41 +2%
BSW
778
Buckingham Strategic Wealth
Missouri
$273K -$11.1K -103 -4%
AG
779
Ascent Group
Virginia
$273K -$2.26K -21 -0.9%
AAIS
780
ABN AMRO Investment Solutions
$271K -$50.1K -466 -18%
FF
781
Fluent Financial
Texas
$270K +$235K +2,183 New
FFN
782
Focus Financial Network
Minnesota
$270K -$2.47K -23 -1%
AA
783
Aire Advisors
California
$270K
RSWM
784
Robertson Stephens Wealth Management
California
$267K +$17K +158 +8%
PHIC
785
Pine Haven Investment Counsel
Massachusetts
$267K
KP
786
Keel Point
Alabama
$260K +$5.59K +52 +3%
4WM
787
4J Wealth Management
Virginia
$260K
VSQM
788
V-Square Quantitative Management
Illinois
$258K
LSA
789
Leonteq Securities AG
Switzerland
$255K +$79.9K +744 +56%
LRIA
790
Leonard Rickey Investment Advisors
Washington
$255K -$26.8K -249 -11%
GWP
791
Gen-Wealth Partners
Michigan
$253K +$219K +2,040 New
PCTC
792
Perkins Coie Trust Company
Washington
$247K +$32.2K +300 +18%
FTIS
793
First Trust Investment Solutions
Florida
$244K +$212K +1,973 New
GWSG
794
GPS Wealth Strategies Group
Colorado
$244K +$4.3K +40 +2%
HPIA
795
Hamilton Point Investment Advisors
North Carolina
$242K +$210K +1,950 New
OL
796
Optas LLC
Texas
$240K +$208K +1,940 New
AC
797
AIFG Consultants
New York
$240K +$208K +1,934 New
PCIA
798
Prime Capital Investment Advisors
Kansas
$239K -$79.5K -740 -28%
LAM
799
L2 Asset Management
Massachusetts
$235K +$204K +1,896 New
GL
800
Gerber LLC
Ohio
$233K +$202K +1,882 New