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Name Holding Trade Value Shares
Change
Change in
Stake
MF
376
Manchester Financial
California
$249K +$238K +7,518 New
SW
377
SteelPeak Wealth
California
$245K +$232K +7,326 New
PAS
378
Point72 Asia (Singapore)
Singapore
$244K +$234K +7,371 New
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$243K -$83.7K -2,643 -26%
GLA
380
Good Life Advisors
Pennsylvania
$243K +$6.34K +200 +3%
GI
381
GAMCO Investors
Connecticut
$238K +$228K +7,200 New
BWCS
382
Beirne Wealth Consulting Services
Connecticut
$235K -$15.8K -500 -7%
DC
383
Davenport & Co
Virginia
$235K
SFC
384
SYM Financial Corp
Indiana
$234K +$224K +7,065 New
HTC
385
Haverford Trust Company
Pennsylvania
$232K +$222K +7,011 New
BP
386
Ballentine Partners
Massachusetts
$232K +$222K +7,002 New
LW
387
Lauer Wealth
Indiana
$230K -$3.29K -104 -1%
RDWM
388
Red Door Wealth Management
Tennessee
$230K +$221K +6,966 New
FTWA
389
Fifth Third Wealth Advisors
Ohio
$230K +$220K +6,942 New
JWM
390
Jeppson Wealth Management
California
$227K +$217K +6,862 New
S
391
SignatureFD
Georgia
$226K +$32 +1 +0%
MA
392
Mutual Advisors
Nebraska
$226K -$11.8K -374 -5%
WB
393
WesBanco Bank
West Virginia
$225K +$215K +6,789 New
PWM
394
Partnership Wealth Management
Maryland
$223K +$214K +6,750 New
GT
395
Greenleaf Trust
Michigan
$220K +$211K +6,664 New
CW
396
CreativeOne Wealth
Kansas
$219K +$210K +6,631 New
DAS
397
Diversify Advisory Services
Utah
$216K +$209K +6,609 New
CIS
398
Custom Index Systems
New York
$216K +$207K +6,525 New
William Blair & Company
399
William Blair & Company
Illinois
$215K +$206K +6,516 New
EIP
400
Ellis Investment Partners
Pennsylvania
$215K -$81.6K -2,575 -28%