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Name Holding Trade Value Shares
Change
Change in
Stake
FF
276
FourThought Financial
Florida
$397K +$70.1K +483 +20%
PFO
277
Pathstone Family Office
New Jersey
$391K +$71.6K +493 +20%
AWM
278
AE Wealth Management
Kansas
$389K -$436 -3 -0.1%
MG
279
Mather Group
Illinois
$384K -$27.7K -191 -6%
HWMA
280
Heritage Wealth Management (Arizona)
Arizona
$375K +$74.6K +514 +23%
AO
281
Advisor OS
Illinois
$374K
CGL
282
Clarius Group LLC
Washington
$373K +$58.8K +405 +17%
DIA
283
Dana Investment Advisors
Wisconsin
$370K
ET
284
Equitable Trust
Tennessee
$367K +$726 +5 +0.2%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$366K -$4.36K -30 -1%
WA
286
Wambolt & Associates
Colorado
$365K -$9K -62 -2%
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$364K -$52.4K -361 -12%
SRIM
288
Saratoga Research & Investment Management
California
$357K +$384K +2,645 New
PCH
289
PGIM Custom Harvest
New Jersey
$356K +$5.08K +35 +1%
Lazard Asset Management
290
Lazard Asset Management
New York
$354K -$730K -5,028 -66%
FHA
291
First Horizon Advisors
Tennessee
$350K +$348K +2,400 +1,206%
TA
292
Tectonic Advisors
Texas
$337K
IFWM
293
Institute for Wealth Management
Colorado
$334K +$20K +138 +6%
BPA
294
Beacon Pointe Advisors
California
$331K +$356K +2,453 New
Janus Henderson Group
295
Janus Henderson Group
$323K +$348K +2,395 New
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$321K +$1.16K +8 +0.3%
FTA
297
Financial & Tax Architects
Missouri
$320K +$290 +2 +0.1%
ATIA
298
American Trust Investment Advisors
New Hampshire
$312K +$335K +2,310 New
PA
299
Parallel Advisors
California
$305K +$59.8K +412 +22%
EAM
300
Eagle Asset Management
Florida
$304K +$28.2K +194 +9%