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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
201
Westover Capital Advisors
Delaware
$293K +$91K +600 +36%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$291K -$5K -33 -1%
HJIM
203
Henry James International Management
New York
$291K
BSSFA
204
Baron Silver Stevens Financial Advisors
Florida
$291K +$124K +815 New
IAA
205
Independent Advisor Alliance
North Carolina
$289K +$1.52K +10 +0.5%
AAS
206
Avantax Advisory Services
Texas
$287K +$28.4K +187 +9%
CAM
207
Campion Asset Management
Virginia
$285K
BSW
208
Buckingham Strategic Wealth
Missouri
$279K +$325K +2,140 New
IB
209
Intrust Bank
Kansas
$272K -$304K -2,006 -49%
AWC
210
Abundance Wealth Counselors
Pennsylvania
$267K +$53.5K +353 +21%
AWM
211
Axxcess Wealth Management
California
$267K +$310K +2,047 New
LFA
212
Legacy Financial Advisors
Kentucky
$266K -$43.8K -289 -12%
FSA
213
Fort Sheridan Advisors
Illinois
$266K
MWM
214
Mission Wealth Management
California
$265K +$62.3K +411 +25%
PCM
215
Parsons Capital Management
Rhode Island
$262K
E
216
Ergoteles
New York
$262K +$305K +2,011 New
SSG
217
Summit Securities Group
New York
$261K -$15.2K -100 -5%
CHAM
218
Clear Harbor Asset Management
Connecticut
$261K
PFO
219
Pathstone Family Office
New Jersey
$260K +$71.4K +471 +33%
DADC
220
D.A. Davidson & Co
Montana
$260K +$17K +112 +6%
SCA
221
Snowden Capital Advisors
New York
$257K +$6.22K +41 +2%
CAM
222
Cresset Asset Management
Illinois
$254K +$73.4K +484 +33%
AWS
223
Atria Wealth Solutions
New York
$251K -$57.6K -380 -16%
SIA
224
Schechter Investment Advisors
Michigan
$248K -$66.7K -440 -19%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$246K -$338K -2,229 -54%