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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Persium Advisors
Georgia
$333K
GHA
302
GW Henssler & Associates
Georgia
$333K -$813 -13 -0.3%
PA
303
Profund Advisors
Maryland
$325K +$26.2K +419 +10%
AI
304
Atria Investments
North Carolina
$316K -$95.6K -1,528 -26%
IFG
305
Independent Financial Group
California
$316K
DADC
306
D.A. Davidson & Co
Montana
$315K
GT
307
Greenleaf Trust
Michigan
$309K +$813 +13 +0.3%
CGH
308
Crossmark Global Holdings
Texas
$308K +$3.81K +61 +1%
MML Investors Services
309
MML Investors Services
Massachusetts
$305K +$263K +4,208 New
FFA
310
Farther Finance Advisors
California
$300K +$187K +2,986 +259%
KBC Group
311
KBC Group
Belgium
$286K
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$284K -$135K -2,152 -35%
HFS
313
Hantz Financial Services
Michigan
$276K +$32.1K +513 +16%
GWM
314
Gilpin Wealth Management
Colorado
$271K
Stifel Financial
315
Stifel Financial
Missouri
$267K +$231K +3,687 New
ECM
316
Everence Capital Management
Indiana
$265K
ET
317
Equitable Trust
Tennessee
$260K
PWP
318
Principle Wealth Partners
Connecticut
$259K
BP
319
Ballentine Partners
Massachusetts
$257K -$5.07K -81 -2%
BF
320
Brucke Financial
Indiana
$257K -$25.8K -412 -10%
PMWMG
321
Parr McKnight Wealth Management Group
Minnesota
$254K
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$254K +$219K +3,509 New
CRC
323
Curi RMB Capital
Illinois
$252K +$2K +32 +0.9%
MWPCG
324
Measured Wealth Private Client Group
New Hampshire
$250K -$7.75K -124 -3%
PA
325
Parallel Advisors
California
$250K -$14.8K -236 -6%