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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
276
Sowell Financial Services
Arkansas
$570K +$34.5K +170 +7%
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$551K -$14.6K -72 -3%
TIAA Trust, National Association
278
TIAA Trust, National Association
North Carolina
$550K +$77.3K +381 +17%
LWM
279
Lodestone Wealth Management
Washington
$549K -$5.48K -27 -1%
NW
280
NewEdge Wealth
Pennsylvania
$547K +$518K +2,556 New
AG
281
Ascent Group
Virginia
$545K +$6.29K +31 +1%
MWM
282
Mission Wealth Management
California
$542K -$12.6K -62 -2%
LDB
283
Lee, Danner & Bass
Tennessee
$539K
VAS
284
Vestmark Advisory Solutions
Massachusetts
$538K +$510K +2,512 New
MHC
285
May Hill Capital
Massachusetts
$537K +$86.8K +428 +21%
NP
286
Nilsine Partners
Colorado
$535K +$73.4K +362 +17%
BF
287
Brucke Financial
Indiana
$535K +$73.8K +364 +17%
PAS
288
PKS Advisory Services
New York
$531K +$137K +675 +37%
CSP
289
Cary Street Partners
Virginia
$530K +$3.04K +15 +0.6%
AAP
290
Arax Advisory Partners
Colorado
$528K +$43.4K +214 +9%
AWC
291
Abundance Wealth Counselors
Pennsylvania
$523K -$29K -143 -6%
KCM
292
Kathmere Capital Management
Pennsylvania
$520K +$82.8K +408 +20%
PFA
293
Pure Financial Advisors
California
$519K +$161K +793 +49%
CAL
294
Capital Analysts LLC
Pennsylvania
$517K +$47.3K +233 +11%
DADC
295
D.A. Davidson & Co
Montana
$510K -$149K -736 -24%
RWA
296
River Wealth Advisors
Pennsylvania
$509K -$23.3K -115 -5%
WPC
297
Wedmont Private Capital
Pennsylvania
$506K +$27.2K +134 +6%
RCG
298
Ridge Creek Global
Ohio
$494K +$468K +2,308 New
ACA
299
Atlas Capital Advisors
Wyoming
$492K +$466K +2,297 New
AHL
300
Abel Hall LLC
Louisiana
$483K +$135K +666 +42%