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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
251
Clarius Group LLC
Washington
$396K -$80.8K -1,744 -17%
PCS
252
Personal CFO Solutions
New Jersey
$396K -$5.24K -113 -1%
Fiera Capital (Canada)
253
Fiera Capital (Canada)
Quebec, Canada
$390K +$64.5K +1,391 +20%
OWA
254
Outlook Wealth Advisors
Texas
$385K +$20.3K +438 +6%
OL
255
Optas LLC
Texas
$381K -$17.4K -376 -4%
RPA
256
Rock Point Advisors
Vermont
$377K -$1.16K -25 -0.3%
DP
257
Dearborn Partners
Illinois
$373K +$2.13K +46 +0.6%
William Blair & Company
258
William Blair & Company
Illinois
$372K +$363K +7,839 New
LTAS
259
Linden Thomas Advisory Services
North Carolina
$365K +$71.4K +1,540 +25%
PP
260
PDS Planning
Ohio
$360K +$3.2K +69 +0.9%
Jones Financial Companies
261
Jones Financial Companies
Missouri
$358K +$152K +3,282 +77%
AWS
262
Atria Wealth Solutions
New York
$349K -$5.33K -115 -2%
LFA
263
Legacy Financial Advisors
Kentucky
$348K +$97.2K +2,096 +40%
BPA
264
Beacon Pointe Advisors
California
$346K -$86.8K -1,872 -20%
ACC
265
Acorn Creek Capital
Colorado
$345K +$881 +19 +0.3%
SRC
266
Sage Rhino Capital
California
$340K +$1.21K +26 +0.4%
NP
267
Nilsine Partners
Colorado
$339K -$56K -1,208 -14%
KP
268
Keel Point
Alabama
$336K +$1.3K +28 +0.4%
VFA
269
Valeo Financial Advisors
Indiana
$329K
PA
270
Procyon Advisors
Connecticut
$320K +$12.3K +265 +4%
New York State Common Retirement Fund
271
New York State Common Retirement Fund
New York
$317K +$40.4K +871 +15%
HCP
272
Hexagon Capital Partners
Arkansas
$317K -$1.81K -39 -0.6%
FAFN
273
First Affirmative Financial Network
Colorado
$316K +$308K +6,653 New
AWM
274
Apollon Wealth Management
South Carolina
$315K -$17.2K -371 -5%
HNB
275
Huntington National Bank
Ohio
$309K +$19.8K +428 +7%