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Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
176
Allspring Global Investments
North Carolina
$1.04M +$282K +1,509 +35%
LFAS
177
Level Four Advisory Services
Texas
$1.03M +$52.1K +279 +5%
CWP
178
Capital Wealth Planning
Florida
$989K -$2.05M -10,978 -66%
EWA
179
Etesian Wealth Advisors
Oregon
$981K -$79.6K -426 -7%
HAG
180
HighPoint Advisor Group
Illinois
$981K -$45.2K -242 -4%
MPPW
181
Mitchell & Pahl Private Wealth
Oklahoma
$974K +$49.3K +264 +5%
DI
182
Diligent Investors
California
$970K +$28K +150 +3%
LIG
183
Lokken Investment Group
Delaware
$967K +$1.01M +5,416 New
IC
184
IEQ Capital
California
$953K +$14K +75 +1%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$941K +$345K +1,846 +54%
FOA
186
Five Oceans Advisors
California
$925K -$131K -699 -12%
GT
187
Glenmede Trust
Pennsylvania
$924K -$40K -214 -4%
AP
188
Americana Partners
Texas
$906K +$20K +107 +2%
DAS
189
Dynamic Advisor Solutions
Arizona
$884K +$80.5K +431 +10%
HPM
190
Hudson Portfolio Management
New York
$862K +$902K +4,830 New
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$851K +$14.8K +79 +2%
AI
192
Atom Investors
Texas
$841K +$880K +4,710 New
B
193
Bailard
California
$840K +$12.7K +68 +1%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$836K
VF
195
Virtu Financial
New York
$808K +$384K +2,054 +83%
CFG
196
CKW Financial Group
Hawaii
$804K
P
197
Pitcairn
Pennsylvania
$800K -$121K -649 -13%
BWM
198
BigSur Wealth Management
Florida
$798K
LSAG
199
Lake Street Advisors Group
New Hampshire
$779K -$187 -1 -0%
AF
200
Apexium Financial
Texas
$772K