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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$342K +$243K +3,992 +142%
AWM
227
Axxcess Wealth Management
California
$336K +$196K +3,221 +93%
PL
228
Parkwood LLC
Ohio
$336K +$406K +6,678 New
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$329K +$62.6K +1,029 +19%
BSW
230
Buckingham Strategic Wealth
Missouri
$327K +$186K +3,064 +89%
SCS
231
Syquant Capital SAS
France
$318K +$385K +6,333 New
ASN
232
Advisory Services Network
Georgia
$311K +$165K +2,719 +78%
DADC
233
D.A. Davidson & Co
Montana
$310K +$31.3K +515 +9%
Credit Agricole
234
Credit Agricole
France
$307K +$372K +6,110 New
ACH
235
ArrowMark Colorado Holdings
Colorado
$299K +$362K +5,946 New
CCM
236
Coldstream Capital Management
Washington
$298K +$25.9K +426 +8%
LWAC
237
Laurel Wealth Advisors (California)
California
$293K -$26.7K -438 -7%
Prudential Financial
238
Prudential Financial
New Jersey
$289K -$304 -5 -0.1%
X
239
Xponance
Pennsylvania
$279K +$18.3K +301 +6%
LFP
240
Leeward Financial Partners
Washington
$278K +$337K +5,531 New
BCM
241
Bienville Capital Management
New York
$276K +$335K +5,500 New
NIM
242
Northeast Investment Management
Massachusetts
$275K +$30.1K +495 +10%
OC
243
Oppenheimer & Co
New York
$273K +$133K +2,189 +68%
MW
244
MBL Wealth
North Carolina
$271K +$329K +5,400 New
BJL
245
Brighton Jones LLC
Washington
$268K +$126K +2,072 +64%
CCM
246
Cribstone Capital Management
Maine
$268K +$301K +4,950 +1,320%
BCA
247
Bay Colony Advisors
Massachusetts
$267K +$323K +5,307 New
MSFP
248
Mark Sheptoff Financial Planning
Connecticut
$263K
BMSSC
249
B. Metzler seel. Sohn & Co
Germany
$258K -$187K -3,066 -37%
AMC
250
Asset Management Corp
Illinois
$258K +$312K +5,130 New