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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$298K -$270K -1,129 -46%
PWA
502
Phoenix Wealth Advisors
North Carolina
$297K +$35.2K +147 +12%
APP
503
Avantax Planning Partners
Iowa
$297K +$319K +1,331 New
Wealthfront Advisers
504
Wealthfront Advisers
California
$294K -$27.3K -114 -8%
MFS
505
Mirabella Financial Services
United Kingdom
$293K +$314K +1,312 New
MCP
506
Martin Capital Partners
Oregon
$292K +$12.9K +54 +4%
MLL
507
Moody Lynn & Lieberson
Massachusetts
$292K +$313K +1,307 New
WAM
508
Wakefield Asset Management
Colorado
$287K -$5.98K -25 -2%
DFCM
509
Dark Forest Capital Management
Puerto Rico
$287K +$307K +1,284 New
QCM
510
Quantinno Capital Management
New York
$286K
CAM
511
Cresset Asset Management
Illinois
$286K +$5.98K +25 +2%
1WA
512
180 Wealth Advisors
Washington
$282K -$26.6K -111 -8%
SWK
513
Stephen W. Kidder
$279K -$59.8K -250 -17%
MWM
514
Mattern Wealth Management
Kansas
$277K
RIA
515
Regal Investment Advisors
Michigan
$277K +$296K +1,238 New
NICM
516
Neo Ivy Capital Management
New York
$274K +$294K +1,227 New
Rafferty Asset Management
517
Rafferty Asset Management
New York
$266K +$49.3K +206 +21%
GSBTD
518
Glenview State Bank Trust Department
Illinois
$264K
IP
519
Innovative Portfolios
Indiana
$262K +$281K +1,172 New
CA
520
Claro Advisors
Massachusetts
$260K +$8.14K +34 +3%
ECM
521
Evergreen Capital Management
Washington
$258K -$13.9K -58 -5%
BOPW
522
Brandywine Oak Private Wealth
Pennsylvania
$254K +$272K +1,137 New
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$253K -$5.27K -22 -2%
ICOM
524
Investment Counselors of Maryland
Maryland
$248K
PNC
525
Park National Corp
Ohio
$242K