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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
451
Jacobi Capital Management
Pennsylvania
$267K +$25.3K +518 +10%
ACM
452
ADAR1 Capital Management
Texas
$267K +$269K +5,500 New
SWP
453
Stratos Wealth Partners
Ohio
$265K +$22.7K +464 +9%
Lazard Asset Management
454
Lazard Asset Management
New York
$265K -$19.2K -394 -7%
TCA
455
Transcend Capital Advisors
New Jersey
$263K -$15.3K -314 -5%
IIC
456
Integrated Investment Consultants
Michigan
$263K +$264K +5,405 New
DWM
457
Dakota Wealth Management
Florida
$262K +$263K +5,385 New
ERIM
458
Eagle Ridge Investment Management
Connecticut
$261K -$1.32M -26,977 -83%
HI
459
Harrington Investments
California
$259K -$23.6K -484 -8%
CCM
460
Coldstream Capital Management
Washington
$258K +$259K +5,303 New
IC
461
IEQ Capital
California
$256K +$34.3K +702 +15%
WC
462
Wynn Capital
Georgia
$256K +$11K +226 +4%
SGA
463
Strategic Global Advisors
California
$255K -$103K -2,107 -29%
BSW
464
Buckingham Strategic Wealth
Missouri
$253K +$25K +511 +11%
PP
465
Patten & Patten
Tennessee
$253K +$5.13K +105 +2%
AWM
466
Avior Wealth Management
Nebraska
$252K +$59.6K +1,220 +31%
MWM
467
Mission Wealth Management
California
$252K +$49.5K +1,014 +24%
MW
468
Marcum Wealth
Ohio
$252K +$253K +5,176 New
CC
469
Callan Capital
California
$251K +$252K +5,167 New
PAM
470
Paradigm Asset Management
New York
$249K
NCFG
471
New Century Financial Group
New Jersey
$248K +$41.7K +854 +20%
KCM
472
Kendall Capital Management
Maryland
$247K -$24.4K -500 -9%
ZF
473
Zhang Financial
Michigan
$243K
OWA
474
One Wealth Advisors
California
$243K +$244K +4,997 New
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$241K -$33.7K -690 -12%