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Name Holding Trade Value Shares
Change
Change in
Stake
BF
326
Brucke Financial
Indiana
$1.05M +$901K +3,786 New
HC
327
Henshaw Capital
Massachusetts
$1.04M -$217K -912 -18%
GI
328
GAMMA Investing
California
$1.03M +$119K +500 +14%
PP
329
PDS Planning
Ohio
$1.02M +$31.6K +133 +3%
SI
330
Stephens Inc
Arkansas
$1.02M -$81.6K -343 -8%
CA
331
Clearstead Advisors
Ohio
$1M +$143K +599 +17%
SW
332
SlateStone Wealth
Florida
$972K -$95.2K -400 -9%
MCM
333
MAI Capital Management
Ohio
$954K -$53.8K -226 -6%
MWM
334
Modera Wealth Management
New Jersey
$951K +$26.9K +113 +3%
KCM
335
Kathmere Capital Management
Pennsylvania
$930K +$86.4K +363 +11%
Acadian Asset Management
336
Acadian Asset Management
Massachusetts
$929K +$898K +3,775 New
YIA
337
YHB Investment Advisors
Connecticut
$926K -$36.9K -155 -4%
SCM
338
SOL Capital Management
Maryland
$925K -$262K -1,100 -23%
TW
339
TritonPoint Wealth
Maryland
$916K -$2.62K -11 -0.3%
AA
340
ALPS Advisors
Colorado
$911K -$85.2K -358 -9%
BTWM
341
Baker Tilly Wealth Management
Wisconsin
$910K -$116K -489 -12%
IWC
342
Integrated Wealth Concepts
Massachusetts
$909K +$346K +1,454 +65%
PSP
343
Principal Street Partners
Tennessee
$908K +$8.33K +35 +1%
HW
344
Hancock Whitney
Mississippi
$901K -$62.1K -261 -7%
MWM
345
Mission Wealth Management
California
$895K -$51.2K -215 -6%
PA
346
Profund Advisors
Maryland
$889K -$307K -1,290 -26%
CHP
347
Cable Hill Partners
Oregon
$887K
BTI
348
Blue Trust Inc
Georgia
$884K -$522K -2,195 -38%
NEI
349
Northwest & Ethical Investments
Ontario, Canada
$870K +$43.1K +181 +5%
HH
350
Hilltop Holdings
Texas
$864K +$66.4K +279 +9%