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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
376
Diversify Advisory Services
Utah
$270K -$212K -1,139 -40%
OAM
377
Oppenheimer Asset Management
New York
$268K -$877K -4,703 -73%
CC
378
Centiva Capital
New York
$266K +$315K +1,689 New
GM
379
GeoWealth Management
Illinois
$266K +$220K +1,179 +232%
SCP
380
Sivia Capital Partners
California
$265K -$3.54K -19 -1%
1WA
381
180 Wealth Advisors
Washington
$261K -$187 -1 -0.1%
GFA
382
Grunden Financial Advisory
Texas
$246K
HWM
383
HB Wealth Management
Georgia
$244K -$4.29K -23 -1%
RIA
384
Retirement Investment Advisors
Oklahoma
$244K
AI
385
Atria Investments
North Carolina
$236K -$386K -2,068 -58%
Thrivent Financial for Lutherans
386
Thrivent Financial for Lutherans
Minnesota
$232K +$56.5K +303 +26%
SPIA
387
Steward Partners Investment Advisory
New York
$230K +$112K +602 +70%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$230K -$315K -1,687 -54%
DWT
389
Dorsey & Whitney Trust
South Dakota
$229K +$11.4K +61 +4%
SCA
390
Snowden Capital Advisors
New York
$229K -$12.5K -67 -4%
DWP
391
Daymark Wealth Partners
Ohio
$226K -$10.6K -57 -4%
VCM
392
Versant Capital Management
Arizona
$224K -$57.5K -308 -18%
WCM
393
Wisconsin Capital Management
Wisconsin
$223K
RA
394
RFG Advisory
Alabama
$222K -$8.02K -43 -3%
OWA
395
Outlook Wealth Advisors
Texas
$220K +$261K +1,397 New
SI
396
Stephens Inc
Arkansas
$220K -$84.5K -453 -24%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$218K
WAS
398
Wealth Advisory Solutions
Indiana
$216K
BDFN
399
Bond & Devick Financial Network
Minnesota
$213K
TFS
400
Thoroughbred Financial Services
Tennessee
$213K +$252K +1,352 New