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Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
201
Baird Financial Group
Wisconsin
$377K +$45K +1,089 +15%
LWAM
202
Legacy Wealth Asset Management
Minnesota
$370K +$348K +8,429 New
BP
203
BBR Partners
New York
$361K -$149K -3,605 -30%
JP Morgan Chase
204
JP Morgan Chase
New York
$361K -$78.3K -1,897 -19%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$360K -$38K -920 -10%
SFO
206
Standard Family Office
South Dakota
$353K +$332K +8,041 New
DIM
207
DC Investments Management
Virginia
$350K -$233K -5,654 -42%
MIC
208
Meridian Investment Counsel
California
$348K -$76.6K -1,856 -19%
SPC
209
Sigma Planning Corp
Michigan
$343K +$30.8K +745 +11%
IRC
210
Investors Research Corp
Georgia
$342K
RCAG
211
Rehmann Capital Advisory Group
Michigan
$339K +$24.6K +595 +8%
VFA
212
Voya Financial Advisors
Connecticut
$336K +$33.2K +804 +12%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$335K +$129K +3,131 +70%
SWM
214
Sculati Wealth Management
Michigan
$334K
AssetMark Inc
215
AssetMark Inc
California
$333K -$3.96K -96 -1%
LA
216
LVW Advisors
New York
$331K -$36.9K -894 -11%
1WA
217
180 Wealth Advisors
Washington
$331K -$2.56K -62 -0.8%
PP
218
Pegasus Partners
Wisconsin
$329K +$309K +7,482 New
OIM
219
Oder Investment Management
California
$327K +$307K +7,442 New
KAS
220
Kestra Advisory Services
Texas
$324K +$300K +7,257 +9,186%
PCA
221
Personal Capital Advisors
California
$321K +$302K +7,308 New
FCM
222
Firsthand Capital Management
California
$319K
WI
223
WrapManager Inc
California
$314K +$296K +7,158 New
SBH
224
Segall Bryant & Hamill
Illinois
$313K -$11.4K -276 -4%
VWM
225
Venturi Wealth Management
Texas
$308K +$6.61K +160 +2%