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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
326
Prospera Financial Services
Texas
$843K +$9.17K +341 +1%
PCS
327
Personal CFO Solutions
New Jersey
$838K -$36.8K -1,368 -4%
FHA
328
Flagship Harbor Advisors
Massachusetts
$818K -$6.86K -255 -0.9%
BWP
329
BSW Wealth Partners
Colorado
$818K +$28.2K +1,049 +4%
IUHSA
330
Itau Unibanco Holding S.A.
Brazil
$815K +$86K +3,200 +13%
FPAS
331
Focus Partners Advisor Solutions
Missouri
$810K +$184K +6,858 +32%
MWM
332
Mission Wealth Management
California
$806K -$270K -10,037 -26%
AWM
333
Aprio Wealth Management
Georgia
$805K +$6.56K +244 +0.9%
OWA
334
One Wealth Advisors
California
$801K -$174K -6,487 -19%
VFA
335
Valeo Financial Advisors
Indiana
$799K +$26.4K +980 +4%
IWC
336
Integrated Wealth Concepts
Massachusetts
$792K -$6.53K -243 -0.9%
BA
337
Bridgewater Advisors
New York
$786K +$15.4K +571 +2%
SRC
338
Shufro Rose & Co
New York
$780K
OCM
339
Ovata Capital Management
Hong Kong
$777K +$726K +27,000 New
AFW
340
Avantra Family Wealth
Pennsylvania
$774K -$120K -4,462 -14%
Janus Henderson Group
341
Janus Henderson Group
$773K -$2.77K -103 -0.4%
AWM
342
Apollon Wealth Management
South Carolina
$751K -$28K -1,040 -4%
PMWMG
343
Parr McKnight Wealth Management Group
Minnesota
$749K +$15.2K +565 +2%
VCM
344
Versant Capital Management
Arizona
$746K -$5.59K -208 -0.8%
BWM
345
BigSur Wealth Management
Florida
$746K
HSA
346
HBK Sorce Advisory
Pennsylvania
$737K -$16.6K -616 -2%
BWM
347
BKM Wealth Management
Wisconsin
$734K -$174K -6,462 -20%
WG
348
Welch Group
Alabama
$730K +$5.83K +217 +0.9%
SRC
349
Sage Rhino Capital
California
$727K -$995 -37 -0.1%
SWM
350
Seed Wealth Management
Illinois
$723K