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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
276
EARNEST Partners
Georgia
$417K -$48.9K -351 -11%
AWM
277
AE Wealth Management
Kansas
$405K +$56.3K +404 +16%
AO
278
Advisor OS
Illinois
$389K -$23.5K -169 -6%
SRC
279
Sage Rhino Capital
California
$389K +$44.8K +322 +13%
WA
280
Wambolt & Associates
Colorado
$386K -$128K -917 -25%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$385K -$579K -4,159 -60%
DIA
282
Dana Investment Advisors
Wisconsin
$385K
ET
283
Equitable Trust
Tennessee
$381K +$51.9K +373 +16%
EI
284
Ellevest Inc
New York
$374K +$24.4K +175 +7%
FHC
285
First Horizon Corporation
Tennessee
$366K -$2.23K -16 -0.6%
PCH
286
PGIM Custom Harvest
New Jersey
$365K -$17.8K -128 -5%
Cetera Investment Advisers
287
Cetera Investment Advisers
Illinois
$364K +$35.7K +256 +11%
AssetMark Inc
288
AssetMark Inc
California
$352K -$139 -1 -0%
TA
289
Tectonic Advisors
Texas
$350K -$86.9K -624 -20%
FF
290
FourThought Financial
Florida
$345K +$170K +1,221 +98%
KFC
291
Klingenstein Fields & Co
New York
$343K -$52.9K -380 -13%
MCCP
292
Mission Creek Capital Partners
California
$341K -$29.9K -215 -8%
Bessemer Group
293
Bessemer Group
New Jersey
$340K +$190K +1,366 +129%
KOC
294
Koss-Olinger Consulting
Florida
$338K +$21.9K +157 +7%
PFO
295
Pathstone Family Office
New Jersey
$337K +$335K +2,405 New
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$333K +$29.8K +214 +10%
FTA
297
Financial & Tax Architects
Missouri
$332K +$330K +2,367 New
HH
298
Hilltop Holdings
Texas
$332K +$11.4K +82 +4%
SFA
299
Sequoia Financial Advisors
Ohio
$332K +$26.3K +189 +9%
CGL
300
Clarius Group LLC
Washington
$331K +$11.8K +85 +4%