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Name Holding Trade Value Shares
Change
Change in
Stake
RPA
251
Rock Point Advisors
Vermont
$365K -$7.59K -175 -2%
DP
252
Dearborn Partners
Illinois
$358K +$651 +15 +0.2%
OWA
253
Outlook Wealth Advisors
Texas
$352K +$17.2K +396 +5%
HC
254
Henshaw Capital
Massachusetts
$346K +$10.3K +238 +3%
PP
255
PDS Planning
Ohio
$345K +$3.21K +74 +1%
AWS
256
Atria Wealth Solutions
New York
$342K -$20K -461 -6%
BFEC
257
Benjamin F. Edwards & Company
Missouri
$341K +$17.5K +403 +6%
NG
258
Norden Group
Utah
$340K -$182K -4,191 -36%
BHPW
259
Beverly Hills Private Wealth
California
$337K +$8.51K +196 +3%
ACC
260
Acorn Creek Capital
Colorado
$332K -$1.52K -35 -0.5%
SRC
261
Sage Rhino Capital
California
$327K -$1.56K -36 -0.5%
AWM
262
Apollon Wealth Management
South Carolina
$321K -$21.5K -496 -7%
KP
263
Keel Point
Alabama
$320K +$28.3K +652 +10%
CC
264
Callan Capital
California
$320K +$28.6K +659 +10%
VFA
265
Valeo Financial Advisors
Indiana
$318K +$1.74K +40 +0.6%
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$314K -$112K -2,590 -27%
Marshall Wace
267
Marshall Wace
United Kingdom
$312K +$295K +6,800 New
TPCW
268
TD Private Client Wealth
New York
$309K -$79.7K -1,837 -21%
HCP
269
Hexagon Capital Partners
Arkansas
$308K +$26.3K +605 +10%
CA
270
Claro Advisors
Massachusetts
$305K -$2.6K -60 -0.9%
PWM
271
Perigon Wealth Management
California
$300K +$5.34K +123 +2%
PA
272
Procyon Advisors
Connecticut
$297K -$29.4K -678 -9%
MFG
273
Merit Financial Group
Georgia
$295K -$17K -392 -6%
SA
274
Shilanski & Associates
Alaska
$284K -$14.9K -344 -5%
LTAS
275
Linden Thomas Advisory Services
North Carolina
$282K +$42.7K +984 +19%