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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$704K +$165K +7,154 +35%
BA
327
Bridgewater Advisors
New York
$703K +$22.3K +963 +4%
AWM
328
Aprio Wealth Management
Georgia
$701K +$292K +12,643 +84%
VFA
329
Valeo Financial Advisors
Indiana
$698K -$38.6K -1,669 -6%
VCM
330
Versant Capital Management
Arizona
$693K +$581K +25,124 +1,152%
WFI
331
West Family Investments
California
$679K – – –
Janus Henderson Group
332
Janus Henderson Group
$678K – – –
BWP
333
BSW Wealth Partners
Colorado
$677K +$287K +12,404 +87%
BCM
334
Bourgeon Capital Management
Connecticut
$674K -$1.55M -67,150 -72%
AWM
335
Apollon Wealth Management
South Carolina
$670K -$7.35K -318 -1%
Lido Advisors
336
Lido Advisors
California
$670K +$21.7K +941 +4%
CIS
337
Custom Index Systems
New York
$662K +$603K +26,092 New
SWM
338
Seed Wealth Management
Illinois
$662K – – –
HSA
339
HBK Sorce Advisory
Pennsylvania
$659K -$20.4K -883 -3%
BWM
340
BigSur Wealth Management
Florida
$658K – – –
PMWMG
341
Parr McKnight Wealth Management Group
Minnesota
$652K – – –
RP
342
Riverwater Partners
Wisconsin
$645K -$28K -1,210 -5%
KP
343
Keel Point
Alabama
$644K -$65.4K -2,830 -10%
CWM
344
Cordatus Wealth Management
Pennsylvania
$642K +$30.8K +1,335 +6%
FHA
345
Flagship Harbor Advisors
Massachusetts
$635K -$20.5K -889 -3%
WT
346
Whittier Trust
California
$629K – – –
WG
347
Welch Group
Alabama
$627K -$6.12K -265 -1%
SRC
348
Sage Rhino Capital
California
$626K -$4.18K -181 -0.7%
KFI
349
Key Financial Inc
Pennsylvania
$621K – – –
MOS
350
MGO One Seven
Ohio
$621K -$149K -6,443 -21%