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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Snowden Capital Advisors
New York
$343K +$71.8K +384 +25%
AAS
227
Avantax Advisory Services
Texas
$342K +$72.7K +389 +26%
KeyBank National Association
228
KeyBank National Association
Ohio
$340K +$103K +553 +41%
AWS
229
Atria Wealth Solutions
New York
$336K +$349K +1,864 New
KOMWMG
230
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$326K -$63.6K -340 -16%
HC
231
Henshaw Capital
Massachusetts
$325K -$112K -597 -25%
ATIA
232
American Trust Investment Advisors
New Hampshire
$323K
AWM
233
Aberdeen Wealth Management
Illinois
$319K
PA
234
Pinnacle Associates
New York
$316K +$327K +1,751 New
PP
235
PDS Planning
Ohio
$309K +$8.98K +48 +3%
MS
236
Mizuho Securities
Japan
$308K
MIC
237
Meridian Investment Counsel
California
$306K
TRCT
238
Tower Research Capital (TRC)
New York
$306K +$139K +745 +79%
AAS
239
Annex Advisory Services
Wisconsin
$303K +$15.9K +85 +5%
IC
240
Intersect Capital
California
$303K +$102K +543 +48%
KP
241
Keel Point
Alabama
$302K +$51.6K +276 +20%
BFG
242
Berger Financial Group
Minnesota
$301K
WCA
243
Westover Capital Advisors
Delaware
$297K
CWP
244
Concord Wealth Partners
Virginia
$295K -$561 -3 -0.2%
CG
245
Colony Group
Massachusetts
$294K
DCM
246
DGS Capital Management
New Jersey
$289K +$13.5K +72 +5%
AAM
247
Auxier Asset Management
Oregon
$287K
TA
248
Tectonic Advisors
Texas
$286K
GC
249
Guggenheim Capital
Illinois
$284K -$44.9K -240 -13%
MOS
250
MGO One Seven
Ohio
$281K -$10.5K -56 -3%