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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
301
Concentric Capital Strategies
Connecticut
$300K +$314K +5,068 New
BJL
302
Brighton Jones LLC
Washington
$293K +$307K +4,964 New
OAS
303
Optivise Advisory Services
Tennessee
$293K +$307K +4,950 New
AC
304
Armistice Capital
New York
$292K +$306K +4,934 New
UCFA
305
United Capital Financial Advisors
Texas
$291K +$305K +4,924 New
CL
306
Choreo LLC
Illinois
$288K -$95.7K -1,545 -24%
CIM
307
Contravisory Investment Management
Massachusetts
$284K +$297K +4,800 New
CG
308
Caprock Group
Idaho
$282K +$296K +4,772 New
AHL
309
Abel Hall LLC
Louisiana
$282K +$295K +4,767 New
Ensign Peak Advisors
310
Ensign Peak Advisors
Utah
$280K – – –
GHA
311
GW Henssler & Associates
Georgia
$273K +$286K +4,616 New
PA
312
Persium Advisors
Georgia
$272K +$285K +4,605 New
RCA
313
Resonant Capital Advisors
Wisconsin
$269K +$282K +4,552 New
BCI
314
Brinker Capital Investments
Pennsylvania
$261K +$274K +4,419 New
EWM
315
Empirical Wealth Management
Washington
$259K +$271K +4,383 New
IFG
316
Independent Financial Group
California
$258K +$270K +4,363 New
DADC
317
D.A. Davidson & Co
Montana
$257K +$270K +4,354 New
MFS
318
Mirabella Financial Services
United Kingdom
$255K -$387K -6,254 -59%
DS
319
DRW Securities
Illinois
$253K +$265K +4,281 New
GT
320
Greenleaf Trust
Michigan
$252K +$3.53K +57 +1%
BCP
321
Blue Chip Partners
Michigan
$250K +$262K +4,232 New
CGH
322
Crossmark Global Holdings
Texas
$248K +$14.6K +236 +6%
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$241K +$91.2K +1,473 +56%
PA
324
Profund Advisors
Maryland
$241K +$252K +4,073 New
IWC
325
Integrated Wealth Concepts
Massachusetts
$237K +$248K +4,007 New