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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
Cordatus Wealth Management
Pennsylvania
$601K +$11.1K +49 +2%
CIA
277
Concurrent Investment Advisors
Florida
$599K +$189K +835 +40%
DAS
278
Dynamic Advisor Solutions
Arizona
$596K +$24.2K +107 +4%
BJL
279
Brighton Jones LLC
Washington
$596K +$653K +2,890 New
KCM
280
Kathmere Capital Management
Pennsylvania
$589K +$97.2K +430 +18%
CAM
281
Cresset Asset Management
Illinois
$587K +$228K +1,007 +55%
MCM
282
MAI Capital Management
Ohio
$577K +$155K +686 +32%
SFS
283
Sowell Financial Services
Arkansas
$574K +$27.6K +122 +5%
NP
284
Nilsine Partners
Colorado
$559K +$91.8K +406 +16%
VWM
285
Venturi Wealth Management
Texas
$546K +$129K +569 +27%
AWC
286
Abundance Wealth Counselors
Pennsylvania
$544K +$45K +199 +8%
LWM
287
Lodestone Wealth Management
Washington
$536K +$9.04K +40 +2%
SSG
288
Summit Securities Group
New York
$536K +$588K +2,600 New
TCWM
289
Total Clarity Wealth Management
Illinois
$525K -$454K -2,010 -44%
WFI
290
West Family Investments
California
$520K -$199K -881 -26%
LDB
291
Lee, Danner & Bass
Tennessee
$519K – – –
AG
292
Ascent Group
Virginia
$519K -$6.78K -30 -1%
MHC
293
May Hill Capital
Massachusetts
$515K -$1.81K -8 -0.3%
SPIA
294
Steward Partners Investment Advisory
New York
$511K -$153K -679 -21%
FTA
295
Financial & Tax Architects
Missouri
$510K +$559K +2,473 New
PAS
296
PKS Advisory Services
New York
$502K -$10.2K -45 -2%
MWM
297
Mission Wealth Management
California
$500K -$23.3K -103 -4%
WPC
298
Wedmont Private Capital
Pennsylvania
$488K -$23.5K -104 -4%
IIA
299
IPG Investment Advisors
California
$483K -$89.9K -398 -15%
CAL
300
Capital Analysts LLC
Pennsylvania
$482K -$16.3K -72 -3%
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