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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
176
Legacy Financial Advisors
Kentucky
$1.23M +$98.7K +446 +10%
P
177
Pitcairn
Pennsylvania
$1.2M +$3.76K +17 +0.4%
NA
178
NewEdge Advisors
Louisiana
$1.2M +$329K +1,487 +46%
CBTWT
179
Community Bank & Trust (Waco, Texas)
Texas
$1.18M +$23.9K +108 +2%
B
180
Bailard
California
$1.18M +$40.1K +181 +4%
HWA
181
HHM Wealth Advisors
Tennessee
$1.18M
AI
182
Atria Investments
North Carolina
$1.15M +$1.01M +4,583 New
Barclays
183
Barclays
United Kingdom
$1.14M +$340K +1,536 +51%
WA
184
Wambolt & Associates
Colorado
$1.13M -$713K -3,220 -41%
LFAS
185
Level Four Advisory Services
Texas
$1.13M +$40.3K +182 +3%
HFM
186
Harvest Fund Management
China
$1.13M +$991K +4,477 New
BWM
187
BigSur Wealth Management
Florida
$1.13M +$989K +4,470 New
LSAG
188
Lake Street Advisors Group
New Hampshire
$1.11M +$28.8K +130 +3%
CA
189
Cetera Advisors
Colorado
$1.09M +$548K +2,478 +132%
CFG
190
CKW Financial Group
Hawaii
$1.09M
AF
191
Apexium Financial
Texas
$1.09M
SIA
192
Schechter Investment Advisors
Michigan
$1.08M +$114K +516 +14%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$111K +502 +13%
FOA
194
Five Oceans Advisors
California
$1.07M
BSW
195
Buckingham Strategic Wealth
Missouri
$1.07M -$1.57M -7,074 -62%
PA
196
Parallel Advisors
California
$1.05M +$177K +798 +24%
CGL
197
Clarius Group LLC
Washington
$1.05M -$170K -768 -16%
CG
198
Caprock Group
Idaho
$1.05M +$144K +650 +19%
PFS
199
Prospera Financial Services
Texas
$1.03M +$53.8K +243 +6%
MBT
200
Montecito Bank & Trust
California
$1.01M +$7.53K +34 +0.9%