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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
251
Gateway Wealth Partners
Wisconsin
$728K +$798K +3,530 New
DI
252
Diligent Investors
California
$726K -$13.6K -60 -2%
MFG
253
Merit Financial Group
Georgia
$724K +$174K +770 +28%
APWM
254
Argonautica Private Wealth Management
Massachusetts
$710K +$63.7K +282 +9%
TNA
255
True North Advisors
Texas
$707K +$775K +3,430 New
HCA
256
Harbour Capital Advisors
Virginia
$705K +$45K +199 +6%
VFA
257
Valeo Financial Advisors
Indiana
$701K -$205K -905 -21%
CCM
258
Coldstream Capital Management
Washington
$699K -$27.1K -120 -3%
WIA
259
Wealthedge Investment Advisors
New York
$698K +$765K +3,387 New
Baird Financial Group
260
Baird Financial Group
Wisconsin
$697K +$32.5K +144 +4%
BTI
261
Blue Trust Inc
Georgia
$696K -$131K -580 -15%
OL
262
Optas LLC
Texas
$687K +$3.39K +15 +0.5%
TPCW
263
TD Private Client Wealth
New York
$685K -$67.8K -300 -8%
JTF
264
J. Team Financial
Texas
$678K +$46.8K +207 +7%
CHAM
265
Clear Harbor Asset Management
Connecticut
$667K +$2.26K +10 +0.3%
EI
266
Ellevest Inc
New York
$662K +$726K +3,211 New
PAW
267
Plan A Wealth
Nebraska
$651K +$15.6K +69 +2%
WCM
268
Weaver Capital Management
Georgia
$648K -$530K -2,344 -43%
HAS
269
HBW Advisory Services
California
$635K -$95.1K -421 -12%
AWA
270
Arkadios Wealth Advisors
Georgia
$621K +$58.3K +258 +9%
ALC
271
Alexander Labrunerie & Co
Missouri
$621K -$452 -2 -0.1%
PMAM
272
Picton Mahoney Asset Management
Ontario, Canada
$620K +$7.07M +31,285 New
PFA
273
Pure Financial Advisors
California
$612K +$123K +546 +23%
BA
274
Bridgewater Advisors
New York
$610K -$59.7K -264 -7%
RC
275
Rexford Capital
Texas
$606K +$6.33K +28 +1%