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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
301
DGS Capital Management
New Jersey
$481K +$143K +633 +37%
RWA
302
River Wealth Advisors
Pennsylvania
$478K -$13.6K -60 -3%
RCG
303
Ridge Creek Global
Ohio
$476K
DWM
304
Dynasty Wealth Management
Florida
$475K +$18.3K +81 +4%
HIP
305
HUB Investment Partners
Texas
$474K +$520K +2,299 New
DC
306
DeDora Capital
California
$470K +$31.4K +139 +6%
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$469K -$175K -775 -25%
WCA
308
Westover Capital Advisors
Delaware
$463K
GCM
309
Gallacher Capital Management
Colorado
$462K +$452 +2 +0.1%
CTC
310
Cetera Trust Company
Minnesota
$462K
CAM
311
Campion Asset Management
Virginia
$458K -$6.33K -28 -1%
DADC
312
D.A. Davidson & Co
Montana
$457K -$37.7K -167 -7%
SI
313
Severin Investments
Missouri
$456K +$25.1K +111 +5%
MYIA
314
Mount Yale Investment Advisors
Colorado
$456K +$147K +650 +42%
WG
315
Wealth Group
North Carolina
$454K
FSA
316
Fort Sheridan Advisors
Illinois
$450K +$2.49K +11 +0.5%
TPI
317
Trust Point Inc
Wisconsin
$449K +$79.1K +350 +19%
JCM
318
J2 Capital Management
Michigan
$447K +$10.2K +45 +2%
TFA
319
Transamerica Financial Advisors
Florida
$441K +$137K +605 +39%
CSP
320
Cary Street Partners
Virginia
$439K -$78K -345 -14%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$436K -$89K -394 -16%
EF
322
Empowered Funds
Pennsylvania
$435K +$477K +2,112 New
Brown Advisory
323
Brown Advisory
Maryland
$429K +$237K +1,047 +101%
ASN
324
Advisory Services Network
Georgia
$423K +$22.8K +101 +5%
KOC
325
Koss-Olinger Consulting
Florida
$422K +$463K +2,050 New