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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$265K -$79.7K -1,528 -23%
CCP
377
Corient Capital Partners
California
$263K +$260K +4,992 New
William Blair & Company
378
William Blair & Company
Illinois
$262K -$36.6K -701 -12%
VFA
379
Valeo Financial Advisors
Indiana
$261K -$17.1K -328 -6%
HAG
380
HighPoint Advisor Group
Illinois
$261K +$37.8K +725 +17%
PMA
381
Prudent Man Advisors
Illinois
$259K +$1.93K +37 +0.8%
BNP Paribas Financial Markets
382
BNP Paribas Financial Markets
France
$256K +$160K +3,070 +172%
SA
383
swisspartners Advisors
Switzerland
$254K +$126K +2,420 New
JFA
384
JNBA Financial Advisors
Minnesota
$253K
RCM
385
RNC Capital Management
California
$250K +$248K +4,743 New
IWM
386
IHT Wealth Management
Illinois
$248K +$18.1K +346 +8%
PFO
387
Pathstone Family Office
New Jersey
$246K +$243K +4,664 New
ONST
388
Old North State Trust
North Carolina
$241K
SFA
389
Sequoia Financial Advisors
Ohio
$241K +$26.8K +513 +13%
EFS
390
Essex Financial Services
Connecticut
$236K
Prudential Financial
391
Prudential Financial
New Jersey
$233K +$17.7K +339 +8%
BSW
392
Buckingham Strategic Wealth
Missouri
$233K +$231K +4,428 New
WCWM
393
Willow Creek Wealth Management
California
$230K
SSCA
394
South Shore Capital Advisors
Massachusetts
$228K
Mitsubishi UFJ Asset Management
395
Mitsubishi UFJ Asset Management
Japan
$224K -$65.3K -1,251 -23%
BWP
396
BSW Wealth Partners
Colorado
$222K +$220K +4,215 New
FHA
397
First Horizon Advisors
Tennessee
$221K -$1.3K -25 -0.6%
AW
398
ACG Wealth
Georgia
$219K -$14.1K -270 -6%
IWP
399
Icon Wealth Partners
Texas
$218K -$4.38K -84 -2%
MGWM
400
Marks Group Wealth Management
Minnesota
$218K +$216K +4,143 New