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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
301
Jefferies Financial Group
New York
$229K +$115K +8,224 +149%
BJL
302
Brighton Jones LLC
Washington
$225K +$18.4K +1,317 +11%
MW
303
MBL Wealth
North Carolina
$223K
AFG
304
Albion Financial Group
Utah
$221K -$169K -12,100 -48%
CGL
305
Clarius Group LLC
Washington
$220K -$1.06K -76 -0.6%
IC
306
IEQ Capital
California
$219K +$184K +13,149 New
NAS
307
Nicolet Advisory Services
Wisconsin
$219K -$1.37K -98 -1%
VFA
308
Valeo Financial Advisors
Indiana
$218K +$26.9K +1,925 +17%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$218K +$183K +13,096 New
Capstone Investment Advisors
310
Capstone Investment Advisors
New York
$212K +$178K +12,735 New
MGIA
311
Moneta Group Investment Advisors
Missouri
$211K -$1.09K -78 -0.6%
OTL
312
Oak Thistle LLC
New York
$210K +$12.3K +880 +7%
AAS
313
Avantax Advisory Services
Texas
$207K -$24.4K -1,746 -12%
TWM
314
Triton Wealth Management
Arizona
$206K +$112K +8,020 New
RBFC
315
Roman Butler Fullerton & Co
Missouri
$200K +$113K +8,070 New
ASN
316
Advisory Services Network
Georgia
$197K +$50.6K +3,619 +44%
MA
317
Montag & Associates
Georgia
$197K
TCM
318
Triumph Capital Management
Colorado
$193K +$162K +11,609 New
PI
319
PFG Investments
New York
$192K +$19.7K +1,409 +14%
UCFA
320
United Capital Financial Advisors
Texas
$191K +$160K +11,484 New
FCM
321
Family Capital Management
Michigan
$190K -$56 -4 -0%
WG
322
Welch Group
Alabama
$187K -$168 -12 -0.1%
NWM
323
NEIRG Wealth Management
Massachusetts
$187K +$157K +11,225 New
BB
324
Busey Bank
Illinois
$186K
ACM
325
AlphaStar Capital Management
North Carolina
$185K -$475 -34 -0.3%