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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
451
Pathstone Family Office
New Jersey
$401K +$10.8K +40 +2%
TFA
452
Teamwork Financial Advisors
Texas
$398K +$127K +470 +37%
BJL
453
Brighton Jones LLC
Washington
$394K +$7.82K +29 +2%
AAS
454
Ameritas Advisory Services
Nebraska
$388K +$458K +1,699 New
OPPTF
455
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387K +$2.97K +11 +0.6%
PFS
456
Prospera Financial Services
Texas
$387K +$457K +1,696 New
PGH
457
Partners Group Holding
Switzerland
$381K
TYCC
458
Texas Yale Capital Corp
Florida
$381K +$29.7K +110 +7%
SWA
459
Stratos Wealth Advisors
Ohio
$380K -$91.7K -340 -17%
YCM
460
Yousif Capital Management
Michigan
$379K +$448K +1,661 New
SGA
461
Seaport Global Advisors
Massachusetts
$379K +$448K +1,662 New
SSWM
462
Sheets Smith Wealth Management
North Carolina
$378K -$218K -810 -33%
HSA
463
HBK Sorce Advisory
Pennsylvania
$378K -$11.9K -44 -3%
SMC
464
Smith, Moore & Co
Missouri
$377K +$80.9K +300 +22%
BC
465
Bridgefront Capital
Texas
$377K +$109K +405 +32%
HAS
466
HBW Advisory Services
California
$372K -$54.2K -201 -11%
Vanguard Personalized Indexing Management
467
Vanguard Personalized Indexing Management
California
$371K -$17.8K -66 -4%
Vanguard Capital Wealth Advisors
468
Vanguard Capital Wealth Advisors
Colorado
$366K +$28.3K +105 +7%
MCM
469
Marathon Capital Management
Maryland
$354K +$3.51K +13 +0.8%
Wealthfront Advisers
470
Wealthfront Advisers
California
$351K -$964K -3,574 -70%
Rafferty Asset Management
471
Rafferty Asset Management
New York
$348K +$201K +745 +96%
BAM
472
Belpointe Asset Management
Nevada
$347K +$139K +516 +51%
MAC
473
Mason & Associates (California)
California
$345K +$408K +1,511 New
PA
474
Profund Advisors
Maryland
$344K +$5.66K +21 +1%
STA
475
Summit Trail Advisors
New York
$343K +$149K +552 +58%