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Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$642K -$33.1K -188 -5%
IAA
227
Independent Advisor Alliance
North Carolina
$636K -$12.7K -72 -2%
X
228
Xponance
Pennsylvania
$632K +$27.1K +154 +5%
HF
229
HRT Financial
New York
$628K +$568K +3,231 New
OL
230
Optas LLC
Texas
$626K +$188K +1,068 +50%
BFS
231
Bradley Foster & Sargent
Connecticut
$614K -$70.9K -403 -11%
PP
232
PDS Planning
Ohio
$608K -$77.1K -438 -12%
ALC
233
Alexander Labrunerie & Co
Missouri
$606K – – –
CB
234
Commerce Bank
Missouri
$601K -$22.3K -127 -4%
TC
235
TownSquare Capital
Utah
$597K -$5.28K -30 -1%
PI
236
PFG Investments
New York
$596K -$35.4K -201 -6%
CCM
237
Coldstream Capital Management
Washington
$592K +$76.2K +433 +17%
AF
238
Allworth Financial
California
$586K +$8.8K +50 +2%
CHAM
239
Clear Harbor Asset Management
Connecticut
$580K +$172K +978 +49%
CWM
240
Cordatus Wealth Management
Pennsylvania
$554K +$2.11K +12 +0.4%
AWC
241
Abundance Wealth Counselors
Pennsylvania
$552K +$43.3K +246 +9%
RWA
242
River Wealth Advisors
Pennsylvania
$542K -$40.5K -230 -8%
AI
243
Atria Investments
North Carolina
$540K +$79.2K +450 +19%
FAFN
244
First Affirmative Financial Network
Colorado
$537K -$3.34K -19 -0.7%
SWP
245
Sagespring Wealth Partners
Tennessee
$537K +$485K +2,758 New
JIC
246
Johnson Investment Counsel
Ohio
$536K +$17.1K +97 +4%
WA
247
Wambolt & Associates
Colorado
$533K -$144K -820 -23%
DADC
248
D.A. Davidson & Co
Montana
$531K -$1.46M -8,283 -75%
UOC
249
UBS O'Connor
Illinois
$525K +$475K +2,700 New
GI
250
Gradient Investments
Minnesota
$518K +$121K +688 +35%
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