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Name Holding Trade Value Shares
Change
Change in
Stake
SN
276
Sittner & Nelson
Oregon
$149K +$140K +3,381 New
RA
277
Reby Advisors
Connecticut
$141K +$133K +3,220 New
CYG
278
Clean Yield Group
Vermont
$135K
GRP
279
Global Retirement Partners
California
$133K -$18.8K -455 -13%
SBL
280
Sargent Bickham Lagudis
Colorado
$125K
QT
281
Quantbot Technologies
New York
$108K -$136K -3,287 -57%
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$106K -$27.8K -673 -22%
BCP
283
Blue Chip Partners
Michigan
$106K +$99.2K +2,402 New
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$101K +$95.4K +2,310 New
SPIA
285
Steward Partners Investment Advisory
New York
$99K +$1.32K +32 +1%
LWM
286
Liberty Wealth Management
California
$99K +$11.9K +288 +15%
DOA
287
D'Orazio & Associates
Virginia
$83K
PWMG
288
Prestige Wealth Management Group
New Jersey
$82K
GWM
289
Geneos Wealth Management
Colorado
$81K +$15.6K +379 +28%
SWA
290
SOA Wealth Advisors
New York
$80K +$72.6K +1,758 New
ASN
291
Advisory Services Network
Georgia
$77K -$41.8K -1,013 -37%
AIM
292
Anchor Investment Management
South Carolina
$74K -$20.8K -503 -23%
NFG
293
Next Financial Group
Texas
$73K -$3.1K -75 -4%
VFA
294
Valeo Financial Advisors
Indiana
$70K +$6.11K +148 +10%
LC
295
Lindbrook Capital
California
$66K +$661 +16 +1%
CIM
296
Contravisory Investment Management
Massachusetts
$66K +$1.61K +39 +3%
PB
297
Pinnacle Bancorp
Nebraska
$65K
TFS
298
TrustCore Financial Services
Tennessee
$61K
AF
299
Allworth Financial
California
$56K
FWM
300
Focused Wealth Management
New York
$55K