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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$236K +$229K +1,515 New
BFS
252
Bard Financial Services
Connecticut
$234K
LWP
253
Legacy Wealth Planning
Nevada
$234K
ZB
254
Zions Bancorporation
Utah
$233K -$27.1K -179 -11%
JFA
255
Johanson Financial Advisors
California
$232K +$3.78K +25 +2%
RCAG
256
Rehmann Capital Advisory Group
Michigan
$232K +$13K +86 +6%
KIA
257
KCM Investment Advisors
California
$230K +$3.78K +25 +2%
VIM
258
Vista Investment Management
Pennsylvania
$229K
William Blair & Company
259
William Blair & Company
Illinois
$229K +$23.6K +156 +12%
EDRH
260
Edmond de Rothschild Holding
Switzerland
$229K +$189K +1,251 +569%
KPWS
261
Kestra Private Wealth Services
Texas
$223K -$3.93K -26 -2%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$223K +$71.1K +470 +49%
SFG
263
SevenBridge Financial Group
Pennsylvania
$219K
EGM
264
Engineers Gate Manager
New York
$218K +$212K +1,400 New
KP
265
Keel Point
Alabama
$216K +$209K +1,382 New
SFS
266
Sowell Financial Services
Arkansas
$215K +$19.2K +127 +10%
BRWA
267
B. Riley Wealth Advisors
Florida
$212K +$204K +1,349 New
AMC
268
Asset Management Corp
Illinois
$211K -$57.8K -382 -22%
MAM
269
McLean Asset Management
Virginia
$211K
LJAC
270
L.J. Altfest & Co
New York
$208K +$1.36K +9 +0.7%
MHR
271
Matthew Hamilton Rosenberg
$204K +$52.5K +347 +36%
SSA
272
Schonfeld Strategic Advisors
New York
$202K +$197K +1,300 New
Chevy Chase Trust
273
Chevy Chase Trust
Maryland
$201K +$195K +1,290 New
LC
274
Lindbrook Capital
California
$194K +$16.3K +108 +10%
JWM
275
Janiczek Wealth Management
Colorado
$190K +$23.7K +157 +15%