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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
176
Bleakley Financial Group
New Jersey
$322K +$31.8K +1,199 +11%
KP
177
Kitching Partners
Pennsylvania
$317K
RCAG
178
Rehmann Capital Advisory Group
Michigan
$317K +$20.8K +785 +7%
CG
179
Caprock Group
Idaho
$314K +$23.4K +884 +8%
PCS
180
Personal CFO Solutions
New Jersey
$310K +$159 +6 +0.1%
QI
181
Qtron Investments
Massachusetts
$305K +$297K +11,207 New
BPA
182
Beacon Pointe Advisors
California
$303K -$204K -7,693 -41%
NB
183
Nicolet Bankshares
Wisconsin
$298K -$2.17K -82 -0.8%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$295K +$9.93K +375 +4%
NWAG
185
Net Worth Advisory Group
Utah
$284K -$6.22K -235 -2%
MM
186
MQS Management
New York
$283K +$276K +10,403 New
FSA
187
Franklin Street Advisors
North Carolina
$269K -$9.72K -367 -4%
CBU
188
CIBC Bancorp USA
Illinois
$266K +$259K +9,789 New
IAA
189
Ironsides Asset Advisors
North Carolina
$263K -$79 -3 -0%
FG
190
Foster Group
Iowa
$261K -$4.45K -168 -2%
RFP
191
Root Financial Partners
California
$258K +$169K +6,362 +203%
JIC
192
Joel Isaacson & Co
New York
$256K -$26 -1 -0%
DWM
193
Dynasty Wealth Management
Florida
$253K -$52.4K -1,980 -18%
Truist Financial
194
Truist Financial
North Carolina
$253K -$8.98K -339 -4%
OCM
195
One Capital Management
California
$251K -$9.01K -340 -4%
TPI
196
Trust Point Inc
Wisconsin
$251K +$14.6K +553 +6%
ONB
197
Old National Bancorp
Indiana
$250K +$243K +9,192 New
FWI
198
Facet Wealth Inc
Maryland
$250K -$5.22K -197 -2%
AFC
199
Avise Financial Cooperative
California
$248K +$15.3K +577 +7%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$246K +$23.4K +882 +11%