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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
376
TD Private Client Wealth
New York
$282K -$322K -15,270 -53%
MOS
377
MGO One Seven
Ohio
$280K +$28.6K +1,355 +11%
LWAC
378
Laurel Wealth Advisors (California)
California
$275K +$60.7K +2,875 +28%
CC
379
Chicago Capital
Illinois
$272K
BWP
380
BSW Wealth Partners
Colorado
$271K +$6.86K +325 +3%
OIA
381
OneDigital Investment Advisors
Kansas
$271K +$270K +12,765 New
AAS
382
Avantax Advisory Services
Texas
$266K +$266K +12,585 New
KPW
383
Kore Private Wealth
New York
$263K +$52K +2,460 +25%
BJL
384
Brighton Jones LLC
Washington
$258K -$3.06K -145 -1%
MPI
385
Mairs & Power Inc
Minnesota
$256K -$10.6K -500 -4%
PMA
386
Prudent Man Advisors
Illinois
$255K -$75.6K -3,580 -23%
HWMA
387
Heritage Wealth Management (Arizona)
Arizona
$255K +$254K +12,035 New
YMRC
388
Yorktown Management & Research Company
Virginia
$254K
CAG
389
Csenge Advisory Group
Florida
$251K -$80.6K -3,815 -25%
Cetera Investment Advisers
390
Cetera Investment Advisers
Illinois
$249K -$147K -6,970 -37%
GSEP
391
Golden State Equity Partners
California
$249K +$19.7K +935 +9%
CAGAS
392
Capital Advisory Group Advisory Services
Minnesota
$247K +$5.17K +245 +2%
WI
393
WrapManager Inc
California
$243K +$242K +11,455 New
CIC
394
Carnegie Investment Counsel
Ohio
$241K +$240K +11,375 New
HIP
395
HUB Investment Partners
Texas
$238K +$237K +11,220 New
BFS
396
Bradley Foster & Sargent
Connecticut
$237K
CA
397
Crewe Advisors
Utah
$234K
KFS
398
Kaizen Financial Strategies
California
$233K +$21.1K +1,000 +10%
BAAM
399
Baker Avenue Asset Management
California
$227K -$70.1K -3,320 -24%
DADC
400
D.A. Davidson & Co
Montana
$224K +$223K +10,545 New