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Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$354K +$55K +2,027 +16%
FOA
152
Five Oceans Advisors
California
$353K +$176K +6,478 +80%
GI
153
Gradient Investments
Minnesota
$352K +$3.31K +122 +0.9%
SCA
154
Snowden Capital Advisors
New York
$342K +$20.1K +739 +6%
NW
155
NewEdge Wealth
Pennsylvania
$331K -$320K -11,795 -46%
AssetMark Inc
156
AssetMark Inc
California
$328K +$99.7K +3,671 +37%
MPPW
157
Mitchell & Pahl Private Wealth
Oklahoma
$326K +$46.1K +1,697 +14%
CCA
158
Checchi Capital Advisers
California
$318K -$1.25K -46 -0.4%
PWPS
159
Pinnacle Wealth Planning Services
Ohio
$318K +$15.9K +587 +5%
William Blair & Company
160
William Blair & Company
Illinois
$308K +$344K +12,658 New
DWT
161
Dorsey & Whitney Trust
South Dakota
$305K +$123K +4,548 +57%
AG
162
Ascent Group
Virginia
$299K +$48.1K +1,770 +19%
FF
163
FourThought Financial
Florida
$297K -$33.2K -1,222 -9%
QCG
164
Quadrant Capital Group
Ohio
$296K +$24.5K +902 +8%
VT
165
Vise Technologies
New York
$295K +$41.5K +1,530 +14%
VWM
166
Venturi Wealth Management
Texas
$293K -$104K -3,841 -24%
GT
167
Greenleaf Trust
Michigan
$283K -$27.1K -999 -8%
V
168
Veritable
Delaware
$283K -$9.96K -367 -3%
CA
169
Clearstead Advisors
Ohio
$281K
FCH
170
Freestone Capital Holdings
Washington
$280K -$462K -17,034 -60%
EI
171
Ellevest Inc
New York
$277K -$60.6K -2,233 -16%
EVM
172
Evelyn V. Moreno
$276K
HIA
173
Harbor Investment Advisory
Maryland
$274K +$815 +30 +0.3%
MOS
174
MGO One Seven
Ohio
$274K +$67.1K +2,473 +28%
WT
175
Whittier Trust
California
$260K +$89.8K +3,308 +45%