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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
476
TownSquare Capital
Utah
$320K +$90.9K +1,264 +35%
PIM
477
Plato Investment Management
Australia
$311K – – –
DDC
478
DF Dent & Co
Maryland
$302K – – –
FPAS
479
Focus Partners Advisor Solutions
Missouri
$301K +$330K +4,590 New
LOPW
480
Live Oak Private Wealth
North Carolina
$300K – – –
CIC
481
Chilton Investment Company
Connecticut
$297K – – –
CPC
482
CFC Planning Company
Indiana
$296K +$45.2K +629 +16%
MPM
483
MBB Public Markets
Illinois
$290K +$318K +4,418 New
MSA
484
MUFG Securities Americas
New York
$286K +$53.6K +745 +21%
AAS
485
Avantax Advisory Services
Texas
$283K +$310K +4,306 New
ACP
486
Arcus Capital Partners
Georgia
$282K +$309K +4,299 New
CT
487
ClearAlpha Technologies
Connecticut
$280K +$307K +4,270 New
SFC
488
SYM Financial Corp
Indiana
$277K +$8.12K +113 +3%
BPA
489
Beacon Pointe Advisors
California
$276K +$44.9K +624 +17%
KCP
490
Kera Capital Partners
California
$274K +$301K +4,181 New
CPIG
491
Chicago Partners Investment Group
Illinois
$273K +$5.25K +73 +2%
PA
492
Profund Advisors
Maryland
$272K -$24.4K -339 -8%
NI
493
Natural Investments
California
$272K +$791 +11 +0.3%
FWA
494
FSM Wealth Advisors
Ohio
$270K +$1.58K +22 +0.5%
BJL
495
Brighton Jones LLC
Washington
$270K +$80.6K +1,121 +38%
BFO
496
Boston Family Office
Massachusetts
$268K – – –
OIA
497
OneDigital Investment Advisors
Kansas
$268K +$67.8K +943 +30%
AA
498
Auxano Advisors
Washington
$268K +$144 +2 +0%
BCM
499
Brookstone Capital Management
Illinois
$267K +$72 +1 +0%
SVCP
500
Silicon Valley Capital Partners
California
$265K – – –
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