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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
551
Bay Colony Advisors
Massachusetts
$458K -$90.4K -546 -17%
BWA
552
Bordeaux Wealth Advisors
California
$458K +$1.32K +8 +0.3%
LSPW
553
Lake Street Private Wealth
Illinois
$448K -$122K -737 -22%
TCA
554
Transcend Capital Advisors
New Jersey
$447K -$9.44K -57 -2%
IFG
555
Independent Financial Group
California
$446K +$65.1K +393 +18%
SN
556
Sittner & Nelson
Oregon
$438K -$7.45K -45 -2%
AIA
557
Alera Investment Advisors
Illinois
$437K +$24.7K +149 +6%
BM
558
Brandywine Managers
Delaware
$433K – – –
HIA
559
Harbor Investment Advisory
Maryland
$432K -$72.4K -437 -15%
WS
560
Wedbush Securities
California
$431K +$116K +701 +38%
NL
561
NVWM LLC
Pennsylvania
$430K +$419K +2,528 New
RWM
562
Ritholtz Wealth Management
New York
$430K +$419K +2,532 New
IIM
563
Ironwood Investment Management
Massachusetts
$425K -$5.79K -35 -1%
KAM
564
Karani Asset Management
New York
$423K +$412K +2,490 New
BPA
565
Beacon Pointe Advisors
California
$421K +$39.7K +240 +11%
GSWM
566
Greenup Street Wealth Management
Michigan
$420K -$76K -459 -16%
DAS
567
Dynamic Advisor Solutions
Arizona
$420K +$13.2K +80 +3%
CB
568
Commerce Bank
Missouri
$411K +$71.7K +433 +22%
EPA
569
Element Pointe Advisors
Florida
$402K – – –
TMC
570
Trellus Management Company
Florida
$397K – – –
CPIG
571
Chicago Partners Investment Group
Illinois
$395K +$240K +1,448 +90%
BP
572
Ballentine Partners
Massachusetts
$395K +$384K +2,321 New
BP
573
BBR Partners
New York
$393K -$695K -4,195 -64%
GM
574
Granger Management
New York
$390K – – –
IAA
575
Independent Advisor Alliance
North Carolina
$390K +$94.9K +573 +33%
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