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Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PDS Planning
Ohio
$295K +$63.6K +1,878 +25%
PCG
252
Prosperity Consulting Group
Maryland
$292K -$1.82M -53,606 -85%
AAP
253
Arax Advisory Partners
Colorado
$291K +$239K +7,047 +331%
TPI
254
Trust Point Inc
Wisconsin
$282K +$24.8K +732 +9%
X
255
Xponance
Pennsylvania
$277K +$296K +8,735 New
BCM
256
Bayesian Capital Management
New York
$276K +$295K +8,700 New
BPA
257
Beacon Pointe Advisors
California
$267K -$203K -6,000 -42%
VFA
258
Valeo Financial Advisors
Indiana
$254K +$271K +8,011 New
FRA
259
Frank Rimerman Advisors
California
$253K +$1.05K +31 +0.4%
AP
260
Anchyra Partners
Georgia
$249K -$2.37K -70 -0.9%
MIM
261
Martin Investment Management
Florida
$248K
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$246K -$47.1K -1,390 -15%
RYIA
263
Roehl & Yi Investment Advisors
Oregon
$245K +$8.61K +254 +3%
QT
264
Quantbot Technologies
New York
$239K +$256K +7,562 New
RPA
265
Rock Point Advisors
Vermont
$239K
RCAG
266
Rehmann Capital Advisory Group
Michigan
$238K -$46.1K -1,362 -15%
EWA
267
EP Wealth Advisors
California
$237K +$253K +7,470 New
EW
268
Expressive Wealth
Illinois
$236K +$252K +7,451 New
AP
269
Arlington Partners
Alabama
$233K
FOA
270
Five Oceans Advisors
California
$233K
HTHT
271
Hemenway Trust Hemenway Trust
New Hampshire
$232K -$1.41M -41,474 -85%
PAM
272
Panagora Asset Management
Massachusetts
$222K
PS
273
Principal Securities
Iowa
$217K +$232K +6,861 New
NWAG
274
Net Worth Advisory Group
Utah
$216K +$5.72K +169 +3%
Parnassus Investments
275
Parnassus Investments
California
$215K -$65.8K -1,943 -22%