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Name Holding Trade Value Shares
Change
Change in
Stake
WCF
426
West Coast Financial
California
$457K -$156K -782 -28%
OWM
427
OneAscent Wealth Management
Alabama
$448K -$1.2K -6 -0.3%
KBFS
428
Kohmann Bosshard Financial Services
Ohio
$443K
JIC
429
Johnson Investment Counsel
Ohio
$435K +$39K +195 +11%
PWP
430
Phillips Wealth Planners
Mississippi
$425K +$22.6K +113 +6%
Wealthfront Advisers
431
Wealthfront Advisers
California
$421K -$12K -60 -3%
BFA
432
Beaumont Financial Advisors
Massachusetts
$416K -$9.8K -49 -3%
GT
433
Greenleaf Trust
Michigan
$413K +$52.6K +263 +17%
MCM
434
MAI Capital Management
Ohio
$412K +$59.6K +298 +19%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$412K +$42K +210 +13%
BFG
436
Bleakley Financial Group
New Jersey
$412K +$13.4K +67 +4%
SS
437
Simplicity Solutions
Minnesota
$412K +$13.4K +67 +4%
IWC
438
Integrated Wealth Concepts
Massachusetts
$411K +$365K +1,825 New
MIM
439
MTM Investment Management
South Carolina
$410K +$2.4K +12 +0.7%
CC
440
Courier Capital
New York
$407K
P
441
Pitcairn
Pennsylvania
$402K +$400 +2 +0.1%
Arrowstreet Capital
442
Arrowstreet Capital
Massachusetts
$401K +$356K +1,781 New
HPM
443
Hoxton Planning & Management
West Virginia
$394K -$19K -95 -5%
GAG
444
GM Advisory Group
New York
$392K
BRWA
445
B. Riley Wealth Advisors
Florida
$383K -$19.2K -96 -5%
SC
446
Shearwater Capital
Colorado
$381K
LWP
447
Lumature Wealth Partners
Georgia
$371K -$25.2K -126 -7%
FAIM
448
Financial Advocates Investment Management
Washington
$369K -$3K -15 -0.9%
GLR
449
Great Lakes Retirement
Ohio
$369K -$4.6K -23 -1%
CHAM
450
Clear Harbor Asset Management
Connecticut
$364K