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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Diversify Advisory Services
Utah
$710K +$81.5K +1,666 +14%
BF
202
Brucke Financial
Indiana
$709K -$26K -532 -4%
SCA
203
Snowden Capital Advisors
New York
$706K -$84K -1,716 -11%
KAS
204
Kestra Advisory Services
Texas
$704K -$53.2K -1,088 -7%
LWAM
205
Legacy Wealth Asset Management
Minnesota
$697K -$11.5K -234 -2%
SC
206
Syon Capital
California
$687K +$76.6K +1,566 +13%
GI
207
GAMMA Investing
California
$679K +$125K +2,563 +23%
CCM
208
Coldstream Capital Management
Washington
$677K
GT
209
Greenleaf Trust
Michigan
$669K
IC
210
IEQ Capital
California
$663K +$99.6K +2,036 +18%
Janus Henderson Group
211
Janus Henderson Group
$663K -$37.7K -770 -6%
LA
212
LVW Advisors
New York
$658K +$5.97K +122 +0.9%
WTC
213
WhitTier Trust Company
Nevada
$649K +$252K +5,141 +66%
SAM
214
Smartleaf Asset Management
Massachusetts
$640K +$33.8K +690 +6%
Calamos Advisors
215
Calamos Advisors
Illinois
$626K +$2.64K +54 +0.4%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$623K -$264K -5,400 -30%
BA
217
Bridgewater Advisors
New York
$617K +$11.6K +238 +2%
GT
218
Glenmede Trust
Pennsylvania
$616K -$72.4K -1,479 -11%
GCM
219
Gallacher Capital Management
Colorado
$613K -$2.15K -44 -0.4%
BA
220
Bridgewater Associates
Connecticut
$609K -$634K -12,963 -52%
PWG
221
Portside Wealth Group
Utah
$607K +$15.9K +325 +3%
CA
222
Clearstead Advisors
Ohio
$599K -$74.7K -1,527 -11%
MFG
223
Merit Financial Group
Georgia
$593K +$251K +5,139 +78%
B
224
Bailard
California
$589K +$572K +11,693 New
CWM
225
Cordatus Wealth Management
Pennsylvania
$575K +$558K +11,399 New