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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
626
Gables Capital Management
Florida
$268K
KPWS
627
Kestra Private Wealth Services
Texas
$263K +$252K +837 New
TWC
628
TD Waterhouse Canada
Ontario, Canada
$262K +$139K +463 +125%
SWP
629
Stratos Wealth Partners
Ohio
$261K +$3.01K +10 +1%
EWM
630
Evercore Wealth Management
New York
$259K
FTDI
631
First Trust Direct Indexing
Massachusetts
$255K +$244K +812 New
CWP
632
Capital Wealth Planning
Florida
$254K -$72K -239 -23%
FAM
633
Formidable Asset Management
Ohio
$254K +$244K +809 New
WB
634
West Bancorporation
Iowa
$251K -$87.6K -291 -27%
AA
635
Auxano Advisors
Washington
$250K -$105K -349 -30%
PA
636
Pinnacle Associates
New York
$245K +$235K +782 New
JCIA
637
Jackson Creek Investment Advisors
Colorado
$245K +$235K +782 New
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$244K +$234K +777 New
ORG
639
Optimist Retirement Group
Washington
$243K -$602 -2 -0.3%
OIA
640
OneDigital Investment Advisors
Kansas
$243K +$233K +773 New
Brown Advisory
641
Brown Advisory
Maryland
$238K
PFG
642
PAX Financial Group
Texas
$238K +$229K +759 New
CHP
643
Cable Hill Partners
Oregon
$237K +$228K +756 New
ICP
644
Interchange Capital Partners
Pennsylvania
$236K +$226K +751 New
MOS
645
MGO One Seven
Ohio
$234K +$225K +746 New
GGA
646
Granite Group Advisors
Connecticut
$233K +$224K +743 New
IP
647
Ignite Planners
California
$230K +$219K +726 New
PA
648
Parallel Advisors
California
$229K +$106K +351 +93%
CIC
649
Carnegie Investment Counsel
Ohio
$229K +$220K +730 New
PVI
650
Pine Valley Investments
New Jersey
$227K -$45.2K -150 -17%