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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
326
Brinker Capital Investments
Pennsylvania
$246K +$213K +817 New
PP
327
Patron Partners
Texas
$245K -$49K -188 -19%
HWM
328
HB Wealth Management
Georgia
$239K +$207K +795 New
EI
329
Ethic Inc
New York
$238K +$206K +790 New
CG
330
Caprock Group
Idaho
$236K +$205K +785 New
KAS
331
Kemnay Advisory Services
New York
$230K +$7.82K +30 +4%
AAP
332
Arax Advisory Partners
Colorado
$229K +$198K +761 New
MSWM
333
McGlone Suttner Wealth Management
Wisconsin
$229K +$198K +760 New
OWCM
334
One Wealth Capital Management
Arizona
$228K +$198K +758 New
SCM
335
Shelton Capital Management
Colorado
$224K +$194K +745 New
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$219K +$3.39K +13 +2%
CCM
337
Coldstream Capital Management
Washington
$218K +$189K +724 New
GHA
338
GW Henssler & Associates
Georgia
$212K +$184K +705 New
NW
339
NewEdge Wealth
Pennsylvania
$212K +$184K +705 New
GA
340
Goldstein Advisors
Wisconsin
$210K +$182K +699 New
OC
341
Oppenheimer & Co
New York
$209K +$181K +695 New
RS
342
R Squared
Hong Kong
$207K +$180K +690 New
NA
343
NewEdge Advisors
Louisiana
$205K +$178K +682 New
NEWAS
344
N.E.W. Advisory Services
Wisconsin
$205K – – –
PS
345
Principal Securities
Iowa
$204K +$177K +677 New
FMI
346
Frec Markets Inc
California
$201K +$174K +668 New
FFA
347
Farther Finance Advisors
California
$176K +$12.3K +47 +9%
VCM
348
Versant Capital Management
Arizona
$153K – – –
CTC
349
Cetera Trust Company
Minnesota
$150K – – –
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K – – –