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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$595K -$46.7K -248 -7%
DI
252
Diligent Investors
California
$589K -$18.9K -100 -3%
FRA
253
Frank Rimerman Advisors
California
$580K -$449K -2,381 -44%
EWA
254
EverSource Wealth Advisors
Alabama
$577K +$52.8K +280 +10%
PAW
255
Plan A Wealth
Nebraska
$576K +$51.1K +271 +10%
ALC
256
Alexander Labrunerie & Co
Missouri
$576K -$18.9K -100 -3%
CI
257
Corient IA
Florida
$573K
CWM
258
Cordatus Wealth Management
Pennsylvania
$565K +$1.51K +8 +0.3%
BPA
259
Beacon Pointe Advisors
California
$551K -$54.1K -287 -9%
GI
260
GAMMA Investing
California
$550K +$89K +472 +20%
RC
261
Rexford Capital
Texas
$547K -$9.43K -50 -2%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$546K -$126K -668 -19%
OL
263
Optas LLC
Texas
$544K +$61.8K +328 +13%
AI
264
Atria Investments
North Carolina
$541K +$12.1K +64 +2%
GCM
265
Gallacher Capital Management
Colorado
$538K +$142K +752 +36%
TPCW
266
TD Private Client Wealth
New York
$528K +$34.7K +184 +7%
DAS
267
Dynamic Advisor Solutions
Arizona
$527K -$1.13K -6 -0.2%
AWA
268
Arkadios Wealth Advisors
Georgia
$515K -$13.9K -74 -3%
BJL
269
Brighton Jones LLC
Washington
$513K +$8.29K +44 +2%
KeyBank National Association
270
KeyBank National Association
Ohio
$508K +$65K +345 +15%
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$506K +$754 +4 +0.2%
MFG
272
Merit Financial Group
Georgia
$500K +$27.3K +145 +6%
MWM
273
Mission Wealth Management
California
$495K +$2.64K +14 +0.5%
LWM
274
Lodestone Wealth Management
Washington
$495K +$10.7K +57 +2%
AWC
275
Abundance Wealth Counselors
Pennsylvania
$494K -$97.8K -519 -17%