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Name Holding Trade Value Shares
Change
Change in
Stake
AP
476
Adero Partners
California
$288K +$22.5K +975 +9%
CWM
477
Connecticut Wealth Management
Connecticut
$287K +$261K +11,315 New
MW
478
Marcum Wealth
Ohio
$287K -$15K -648 -5%
CB
479
Commerce Bank
Missouri
$285K -$14.2K -615 -5%
Schroder Investment Management Group
480
Schroder Investment Management Group
United Kingdom
$281K -$99.5K -4,308 -28%
DT
481
Diversified Trust
Tennessee
$281K +$7.83K +339 +3%
SMA
482
Seven Mile Advisory
New Jersey
$279K +$5.8K +251 +2%
MFG
483
Merit Financial Group
Georgia
$278K +$253K +10,954 New
CW
484
CreativeOne Wealth
Kansas
$276K -$3.86K -167 -2%
MCM
485
Manchester Capital Management
Vermont
$273K -$35.7K -1,545 -13%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$273K +$69 +3 +0%
BHC
487
Bowen Hanes & Co
Florida
$272K
AWM
488
Axxcess Wealth Management
California
$270K -$7.46K -323 -3%
SWA
489
Stratos Wealth Advisors
Ohio
$266K -$25.9K -1,120 -10%
MHC
490
Meyer Handelman Company
New York
$265K
RWB
491
RMR Wealth Builders
New Jersey
$263K -$716 -31 -0.3%
ASN
492
Advisory Services Network
Georgia
$263K -$12.7K -551 -5%
SC
493
Savant Capital
Illinois
$260K -$95.1K -4,115 -29%
WTC
494
WhitTier Trust Company
Nevada
$259K -$161K -6,975 -41%
SWP
495
Stratos Wealth Partners
Ohio
$259K -$141K -6,112 -37%
AT
496
Arlington Trust
Alabama
$258K
CIA
497
Choate Investment Advisors
Massachusetts
$257K +$234K +10,125 New
Squarepoint
498
Squarepoint
New York
$256K -$1.91M -82,852 -89%
DWM
499
Drive Wealth Management
Utah
$256K +$601 +26 +0.3%
FAFN
500
First Affirmative Financial Network
Colorado
$255K +$232K +10,044 New