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Name Holding Trade Value Shares
Change
Change in
Stake
LC
351
Lindbrook Capital
California
$303K +$1.04K +60 +0.4%
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$300K +$348 +20 +0.1%
Evergreen Capital Management
353
Evergreen Capital Management
Washington
$299K +$257K +14,800 New
AIM
354
Anchor Investment Management
South Carolina
$291K -$41.3K -2,375 -14%
Pathstone Family Office
355
Pathstone Family Office
New Jersey
$290K +$250K +14,350 New
SW
356
SkyOak Wealth
Michigan
$288K – – –
Beacon Pointe Advisors
357
Beacon Pointe Advisors
California
$285K +$244K +14,050 New
Baker Avenue Asset Management
358
Baker Avenue Asset Management
California
$283K – – –
FSA
359
Franklin Street Advisors
North Carolina
$275K +$237K +13,610 New
BMCM
360
Burns Matteson Capital Management
New York
$269K +$232K +13,325 New
KOCAA
361
Knights of Columbus Asset Advisors
Connecticut
$266K -$27.6K -1,585 -11%
Chicago Capital
362
Chicago Capital
Illinois
$259K +$223K +12,830 New
Cresset Asset Management
363
Cresset Asset Management
Illinois
$256K -$112K -6,460 -34%
BTWM
364
Baker Tilly Wealth Management
Wisconsin
$255K +$219K +12,615 New
HAC
365
Harbor Advisory Corp
New Hampshire
$254K +$219K +12,575 New
Mairs & Power Inc
366
Mairs & Power Inc
Minnesota
$254K +$219K +12,575 New
Kestra Private Wealth Services
367
Kestra Private Wealth Services
Texas
$253K -$20.2K -1,160 -8%
CP
368
Corbenic Partners
Pennsylvania
$253K – – –
Engineers Gate Manager
369
Engineers Gate Manager
New York
$252K +$217K +12,450 New
BWP
370
BSW Wealth Partners
Colorado
$252K +$217K +12,470 New
EWM
371
Edge Wealth Management
New York
$251K -$17K -975 -7%
Baird Financial Group
372
Baird Financial Group
Wisconsin
$250K +$215K +12,380 New
Raymond James Trust
373
Raymond James Trust
Florida
$249K -$53K -3,050 -20%
Brighton Jones LLC
374
Brighton Jones LLC
Washington
$249K +$214K +12,325 New
SMF
375
Sterling Manor Financial
New York
$246K +$212K +12,175 New