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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
251
Vestmark Advisory Solutions
Massachusetts
$478K +$502K +2,775 New
AWA
252
Arkadios Wealth Advisors
Georgia
$477K +$501K +2,771 New
AI
253
Atria Investments
North Carolina
$477K -$68.9K -381 -12%
DAS
254
Dynamic Advisor Solutions
Arizona
$476K -$18.8K -104 -4%
PAW
255
Plan A Wealth
Nebraska
$473K +$279K +1,540 +128%
EWA
256
EverSource Wealth Advisors
Alabama
$472K +$37.8K +209 +8%
BFS
257
Bradley Foster & Sargent
Connecticut
$472K -$74.9K -414 -13%
SC
258
Savant Capital
Illinois
$468K +$153K +848 +45%
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$455K +$478K +2,642 New
BJL
260
Brighton Jones LLC
Washington
$454K +$25.5K +141 +6%
RWA
261
River Wealth Advisors
Pennsylvania
$453K -$11.4K -63 -2%
MWM
262
Mission Wealth Management
California
$444K -$11.8K -65 -2%
TPCW
263
TD Private Client Wealth
New York
$444K +$12.7K +70 +3%
DADC
264
D.A. Davidson & Co
Montana
$444K -$6.15K -34 -1%
PA
265
PFG Advisors
Arizona
$444K +$69.8K +386 +18%
LWM
266
Lodestone Wealth Management
Washington
$436K -$8.32K -46 -2%
OL
267
Optas LLC
Texas
$434K -$38.4K -212 -8%
LDB
268
Lee, Danner & Bass
Tennessee
$434K
MA
269
Mutual Advisors
Nebraska
$432K +$136K +752 +49%
FC
270
Farringdon Capital
United Kingdom
$431K +$94.6K +523 +26%
UBS AM
271
UBS AM
Illinois
$431K +$452K +2,500 New
HWM
272
HB Wealth Management
Georgia
$428K +$68.6K +379 +18%
MFG
273
Merit Financial Group
Georgia
$426K +$114K +629 +34%
PCIA
274
Prime Capital Investment Advisors
Kansas
$420K -$72.9K -403 -14%
GI
275
GAMMA Investing
California
$414K -$68.6K -379 -14%