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Name Holding Trade Value Shares
Change
Change in
Stake
CP
276
Covenant Partners
Tennessee
$437K
MFS
277
Mattson Financial Services
Michigan
$433K +$425K +913 New
IWA
278
Icon Wealth Advisors
Texas
$423K -$61K -131 -11%
SPIA
279
Steward Partners Investment Advisory
New York
$418K -$70.8K -152 -15%
AWAU
280
Alliance Wealth Advisors (Utah)
Utah
$418K -$11.6K -25 -3%
MOS
281
MGO One Seven
Ohio
$416K -$25.6K -55 -6%
BWM
282
Baron Wealth Management
Michigan
$414K +$932 +2 +0.2%
JSW
283
Journey Strategic Wealth
New Jersey
$410K +$22.4K +48 +6%
WC
284
Wexford Capital
Florida
$395K +$388K +832 New
ONB
285
Old National Bancorp
Indiana
$392K +$385K +826 New
IIM
286
Ipswich Investment Management
Massachusetts
$389K
OIA
287
OneDigital Investment Advisors
Kansas
$386K +$16.3K +35 +4%
PA
288
Profund Advisors
Maryland
$366K -$129K -278 -27%
ECM
289
Evergreen Capital Management
Washington
$362K +$62.9K +135 +21%
II
290
Inspire Investing
Idaho
$354K +$61.5K +132 +21%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$353K +$6.52K +14 +2%
LWAM
292
Legacy Wealth Asset Management
Minnesota
$351K +$18.6K +40 +6%
RWM
293
Revisor Wealth Management
Ohio
$351K -$307K -660 -47%
HWMA
294
Heritage Wealth Management (Arizona)
Arizona
$344K -$38.7K -83 -10%
HFO
295
Heritage Family Offices
Arizona
$344K +$338K +725 New
AAS
296
Avantax Advisory Services
Texas
$343K +$337K +723 New
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$337K -$698K -1,499 -68%
SFA
298
Sequoia Financial Advisors
Ohio
$330K +$69.9K +150 +27%
BW
299
Bison Wealth
Georgia
$328K
CPBTD
300
Central Pacific Bank - Trust Division
Hawaii
$327K -$67.5K -145 -17%