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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Legacy Financial Advisors
Kentucky
$319K -$45.8K -326 -13%
WCA
202
Westover Capital Advisors
Delaware
$318K
HJIM
203
Henry James International Management
New York
$317K
1WA
204
180 Wealth Advisors
Washington
$316K -$562 -4 -0.2%
Invesco
205
Invesco
Georgia
$311K +$308K +2,193 New
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$308K
T
207
TCWP
Ohio
$308K +$305K +2,172 New
VFA
208
Valeo Financial Advisors
Indiana
$307K -$43K -306 -12%
FSA
209
Fort Sheridan Advisors
Illinois
$306K +$16.6K +118 +6%
AWC
210
Abundance Wealth Counselors
Pennsylvania
$303K +$11.2K +80 +4%
MBT
211
Montecito Bank & Trust
California
$299K
BP
212
Ballentine Partners
Massachusetts
$297K -$57.2K -407 -16%
JWCA
213
J.W. Cole Advisors
Florida
$296K +$293K +2,086 New
MCM
214
MAI Capital Management
Ohio
$295K +$141 +1 +0%
IAA
215
Independent Advisor Alliance
North Carolina
$285K +$283K +2,014 New
PCM
216
Parsons Capital Management
Rhode Island
$285K
CHAM
217
Clear Harbor Asset Management
Connecticut
$283K
RJT
218
Raymond James Trust
Florida
$280K -$24.2K -172 -8%
CAM
219
Campion Asset Management
Virginia
$278K
KOMWMG
220
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$278K +$16.9K +120 +7%
DADC
221
D.A. Davidson & Co
Montana
$269K -$13.4K -95 -5%
AWS
222
Atria Wealth Solutions
New York
$266K -$261K -1,855 -50%
KTM
223
Keeler Thomas Management
Utah
$266K
P
224
Pitcairn
Pennsylvania
$264K +$22.9K +163 +10%
SI
225
Stephens Inc
Arkansas
$263K +$7.73K +55 +3%