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Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$580K +$53.7K +297 +10%
IAA
227
Independent Advisor Alliance
North Carolina
$579K -$3.62K -20 -0.6%
FAFN
228
First Affirmative Financial Network
Colorado
$564K +$67.7K +374 +13%
ASN
229
Advisory Services Network
Georgia
$562K +$568K +3,140 New
DI
230
Diligent Investors
California
$548K -$380K -2,100 -40%
LSA
231
Leonteq Securities AG
Switzerland
$548K +$472K +2,610 +457%
LTAS
232
Linden Thomas Advisory Services
North Carolina
$547K +$219K +1,211 +62%
FLPIM
233
F.L. Putnam Investment Management
Massachusetts
$547K +$172K +952 +43%
BPA
234
Beacon Pointe Advisors
California
$546K -$21K -116 -4%
SPIA
235
Steward Partners Investment Advisory
New York
$545K +$24.1K +133 +4%
ALC
236
Alexander Labrunerie & Co
Missouri
$536K
CCM
237
Coldstream Capital Management
Washington
$533K -$11.6K -64 -2%
VCM
238
Versant Capital Management
Arizona
$531K -$147K -814 -21%
CB
239
Commerce Bank
Missouri
$527K -$3.26K -18 -0.6%
SWP
240
Sagespring Wealth Partners
Tennessee
$520K -$96.8K -535 -15%
CI
241
Corient IA
Florida
$517K
TCWM
242
Total Clarity Wealth Management
Illinois
$517K +$543K +2,999 New
CSP
243
Cary Street Partners
Virginia
$509K -$33.1K -183 -6%
CWM
244
Cordatus Wealth Management
Pennsylvania
$508K -$13K -72 -2%
HWM
245
Hohimer Wealth Management
Washington
$506K -$7.05K -39 -1%
RC
246
Rexford Capital
Texas
$501K +$527K +2,911 New
Lido Advisors
247
Lido Advisors
California
$491K +$122K +673 +31%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$490K +$284K +1,571 +123%
EWA
249
EP Wealth Advisors
California
$483K +$76K +420 +18%
MCM
250
MAI Capital Management
Ohio
$479K +$184K +1,016 +58%