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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$377K -$23.6K -464 -6%
MWM
402
Mission Wealth Management
California
$374K +$31.6K +621 +9%
MC
403
Moors & Cabot
Massachusetts
$361K -$18.1K -355 -5%
PA
404
Parallel Advisors
California
$358K -$67.4K -1,326 -15%
CWM
405
Cordatus Wealth Management
Pennsylvania
$355K -$254 -5 -0.1%
WFI
406
West Family Investments
California
$354K +$56.9K +1,120 +18%
FFG
407
Fiduciary Financial Group
California
$350K +$20.3K +399 +6%
CI
408
Cherokee Insurance
Michigan
$348K +$367K +7,213 New
CCM
409
Chiron Capital Management
Florida
$347K +$366K +7,204 New
FFP
410
FourThought Financial Partners
Florida
$344K -$23.4K -461 -6%
WC
411
Wynn Capital
Georgia
$344K +$29.5K +580 +9%
LSAG
412
Lake Street Advisors Group
New Hampshire
$343K +$20.6K +406 +6%
CM
413
Crestline Management
Texas
$343K +$362K +7,121 New
1WA
414
180 Wealth Advisors
Washington
$341K -$8.9K -175 -2%
Lido Advisors
415
Lido Advisors
California
$339K -$1.32K -26 -0.4%
RC
416
Rahlfs Capital
Texas
$336K +$355K +6,975 New
AF
417
Allworth Financial
California
$336K +$73.4K +1,443 +28%
FHA
418
First Horizon Advisors
Tennessee
$334K -$23.2K -456 -6%
DADC
419
D.A. Davidson & Co
Montana
$333K -$199K -3,921 -36%
MW
420
Maia Wealth
Colorado
$333K +$77.4K +1,522 +32%
VNA
421
Valley National Advisers
Pennsylvania
$329K -$154K -3,036 -31%
ERIC
422
Eagle Rock Investment Company
Georgia
$328K
HWAM
423
Hennion & Walsh Asset Management
New Jersey
$326K -$17K -335 -5%
PWM
424
Perigon Wealth Management
California
$326K -$112K -2,207 -26%
PP
425
PDS Planning
Ohio
$324K +$3.36K +66 +1%