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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EP Wealth Advisors
California
$715K +$677K +3,339 New
Lido Advisors
252
Lido Advisors
California
$712K
OL
253
Optas LLC
Texas
$711K +$95.5K +471 +17%
EWA
254
EverSource Wealth Advisors
Alabama
$707K +$57.6K +284 +9%
Fiera Capital (Canada)
255
Fiera Capital (Canada)
Quebec, Canada
$697K +$383K +1,888 +138%
CB
256
Commerce Bank
Missouri
$697K +$24.9K +123 +4%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$694K -$510K -2,516 -44%
CHAM
258
Clear Harbor Asset Management
Connecticut
$690K -$27.4K -135 -4%
APWM
259
Argonautica Private Wealth Management
Massachusetts
$677K +$209K +1,029 +48%
SPIA
260
Steward Partners Investment Advisory
New York
$676K -$9.33K -46 -1%
PAW
261
Plan A Wealth
Nebraska
$661K +$15K +74 +2%
JTF
262
J. Team Financial
Texas
$659K +$126K +621 +25%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$653K +$106K +521 +21%
ALC
264
Alexander Labrunerie & Co
Missouri
$645K
RC
265
Rexford Capital
Texas
$623K +$10.1K +50 +2%
NRC
266
New Republic Capital
North Carolina
$617K +$344K +1,698 +144%
CWM
267
Cordatus Wealth Management
Pennsylvania
$613K -$19.1K -94 -3%
FMI
268
Frec Markets Inc
California
$613K +$581K +2,863 New
JWCA
269
J.W. Cole Advisors
Florida
$611K -$246K -1,213 -30%
DAS
270
Dynamic Advisor Solutions
Arizona
$596K +$5.88K +29 +1%
AWA
271
Arkadios Wealth Advisors
Georgia
$589K +$11.6K +57 +2%
SC
272
Savant Capital
Illinois
$589K +$87.8K +433 +19%
MFG
273
Merit Financial Group
Georgia
$588K +$25.6K +126 +5%
IIA
274
IPG Investment Advisors
California
$587K -$338K -1,666 -38%
HH
275
Hilltop Holdings
Texas
$587K +$556K +2,743 New