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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
176
Pinnacle Wealth Planning Services
Ohio
$428K -$72.6K -2,199 -15%
CGL
177
Clarius Group LLC
Washington
$428K -$22.4K -678 -5%
VA
178
Vident Advisory
Georgia
$417K +$408K +12,360 New
CHP
179
Cable Hill Partners
Oregon
$414K +$89.7K +2,716 +28%
ECM
180
Evergreen Capital Management
Washington
$410K +$21.3K +644 +6%
FOA
181
Five Oceans Advisors
California
$409K
BP
182
Ballentine Partners
Massachusetts
$406K +$76K +2,301 +24%
WT
183
Whittier Trust
California
$402K +$31.5K +954 +9%
DOA
184
D'Orazio & Associates
Virginia
$400K +$130K +3,947 +50%
CA
185
Clearstead Advisors
Ohio
$392K +$1.58K +48 +0.4%
PWG
186
Portside Wealth Group
Utah
$391K +$21.3K +645 +6%
EVM
187
Evelyn V. Moreno
$383K
OMC
188
Old Mission Capital
Illinois
$375K -$1.82M -55,138 -83%
SFA
189
Sequoia Financial Advisors
Ohio
$363K +$53.3K +1,614 +18%
NP
190
Nilsine Partners
Colorado
$352K +$2.74K +83 +0.8%
BFG
191
Bleakley Financial Group
New Jersey
$350K +$15.5K +470 +5%
SS
192
Simplicity Solutions
Minnesota
$350K +$15.5K +470 +5%
BPA
193
Beacon Pointe Advisors
California
$348K +$28.6K +867 +9%
KPWS
194
Kestra Private Wealth Services
Texas
$341K +$5.02K +152 +2%
1WA
195
180 Wealth Advisors
Washington
$338K +$13.1K +398 +4%
GT
196
Glenmede Trust
Pennsylvania
$336K +$56K +1,696 +21%
BTWM
197
Baker Tilly Wealth Management
Wisconsin
$327K -$158K -4,769 -33%
SSG
198
Summit Securities Group
New York
$325K +$75K +2,270 +31%
CG
199
Caprock Group
Idaho
$323K -$84.2K -2,548 -21%
APWM
200
Argonautica Private Wealth Management
Massachusetts
$322K +$316K +9,565 New