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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
251
Sivia Capital Partners
California
$482K +$76.4K +409 +18%
JIC
252
Johnson Investment Counsel
Ohio
$475K +$31K +166 +7%
LWM
253
Lodestone Wealth Management
Washington
$467K -$151K -808 -24%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$467K +$6.91K +37 +1%
CCM
255
Coldstream Capital Management
Washington
$466K +$98.3K +526 +25%
AWC
256
Abundance Wealth Counselors
Pennsylvania
$463K +$484K +2,593 New
LDB
257
Lee, Danner & Bass
Tennessee
$449K
UBS AM
258
UBS AM
Illinois
$446K +$467K +2,500 New
CAM
259
Campion Asset Management
Virginia
$445K
EGM
260
Engineers Gate Manager
New York
$440K +$461K +2,466 New
PCIA
261
Prime Capital Investment Advisors
Kansas
$440K +$14.6K +78 +3%
PA
262
PFG Advisors
Arizona
$437K +$21.5K +115 +5%
MWM
263
Mission Wealth Management
California
$435K -$52.3K -280 -10%
OIA
264
OneDigital Investment Advisors
Kansas
$432K -$13.4K -72 -3%
BFG
265
Bleakley Financial Group
New Jersey
$422K +$49.5K +265 +13%
FSA
266
Fort Sheridan Advisors
Illinois
$419K +$29.1K +156 +7%
IAIM
267
International Assets Investment Management
Florida
$418K +$210K +1,125 +93%
AI
268
Atria Investments
North Carolina
$415K -$351K -1,878 -45%
ACA
269
Atlas Capital Advisors
Wyoming
$410K -$241K -1,290 -36%
RJT
270
Raymond James Trust
Florida
$407K +$9.53K +51 +2%
WCA
271
Westover Capital Advisors
Delaware
$401K
HC
272
Henshaw Capital
Massachusetts
$401K +$230K +1,231 +121%
SPC
273
Sigma Planning Corp
Michigan
$395K +$413K +2,212 New
SWP
274
Stratos Wealth Partners
Ohio
$394K -$58.5K -313 -12%
KeyBank National Association
275
KeyBank National Association
Ohio
$391K -$3.36K -18 -0.8%