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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Mission Wealth Management
California
$257K -$17K -160 -6%
Brown Advisory
277
Brown Advisory
Maryland
$255K -$133K -1,253 -33%
RWP
278
RWA Wealth Partners
Massachusetts
$249K -$15K -141 -5%
IAA
279
Independent Advisor Alliance
North Carolina
$244K -$160K -1,505 -38%
VWM
280
Venturi Wealth Management
Texas
$241K +$269K +2,524 New
PCG
281
Private Capital Group
Connecticut
$240K -$6.6K -62 -3%
PAG
282
Private Advisor Group
New Jersey
$234K -$46.3K -435 -16%
BIMC
283
Benson Investment Management Company
Virginia
$233K
CAM
284
Cresset Asset Management
Illinois
$231K +$247K +2,324 New
ST
285
Smithfield Trust
Pennsylvania
$225K -$2.34K -22 -1%
OC
286
Oppenheimer & Co
New York
$225K -$213 -2 -0.1%
V
287
Veritable
Delaware
$225K +$12.1K +114 +5%
William Blair & Company
288
William Blair & Company
Illinois
$221K -$504K -4,741 -68%
HH
289
Hilltop Holdings
Texas
$221K +$5K +47 +2%
LW
290
Linscomb Wealth
Texas
$216K
PCP
291
Proficio Capital Partners
Massachusetts
$215K -$213 -2 -0.1%
LSAG
292
Lake Street Advisors Group
New Hampshire
$208K +$18.6K +175 +9%
DHFB
293
Dixon Hubard Feinour & Brown
Virginia
$207K
SAM
294
Silvercrest Asset Management
New York
$207K
IIC
295
Integrated Investment Consultants
Michigan
$207K +$221K +2,078 New
PWPS
296
Pinnacle Wealth Planning Services
Ohio
$205K -$141K -1,325 -39%
Millennium Management
297
Millennium Management
New York
$204K -$427K -4,017 -66%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$204K +$219K +2,054 New
BOPW
299
Brandywine Oak Private Wealth
Pennsylvania
$190K +$204K +1,914 New
CI
300
CX Institutional
Indiana
$189K +$202K +1,900 New