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Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bridgewater Advisors
New York
$703K +$22.3K +963 +4%
AWM
327
Aprio Wealth Management
Georgia
$701K +$292K +12,643 +84%
VFA
328
Valeo Financial Advisors
Indiana
$698K -$38.6K -1,669 -6%
VCM
329
Versant Capital Management
Arizona
$693K +$581K +25,124 +1,152%
WFI
330
West Family Investments
California
$679K
Janus Henderson Group
331
Janus Henderson Group
$678K
BWP
332
BSW Wealth Partners
Colorado
$677K +$287K +12,404 +87%
BCM
333
Bourgeon Capital Management
Connecticut
$674K -$1.55M -67,150 -72%
AWM
334
Apollon Wealth Management
South Carolina
$670K -$7.35K -318 -1%
Lido Advisors
335
Lido Advisors
California
$670K +$21.7K +941 +4%
CIS
336
Custom Index Systems
New York
$662K +$603K +26,092 New
SWM
337
Seed Wealth Management
Illinois
$662K
HSA
338
HBK Sorce Advisory
Pennsylvania
$659K -$20.4K -883 -3%
BWM
339
BigSur Wealth Management
Florida
$658K
PMWMG
340
Parr McKnight Wealth Management Group
Minnesota
$652K
RP
341
Riverwater Partners
Wisconsin
$645K -$28K -1,210 -5%
KP
342
Keel Point
Alabama
$644K -$65.4K -2,830 -10%
CWM
343
Cordatus Wealth Management
Pennsylvania
$642K +$30.8K +1,335 +6%
FHA
344
Flagship Harbor Advisors
Massachusetts
$635K -$20.5K -889 -3%
WT
345
Whittier Trust
California
$629K
WG
346
Welch Group
Alabama
$627K -$6.12K -265 -1%
SRC
347
Sage Rhino Capital
California
$626K -$4.18K -181 -0.7%
KFI
348
Key Financial Inc
Pennsylvania
$621K
MOS
349
MGO One Seven
Ohio
$621K -$149K -6,443 -21%
AGC
350
Aspen Grove Capital
Colorado
$614K -$8.11K -351 -1%