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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$258K +$168K +4,882 +217%
HTC
402
Haverford Trust Company
Pennsylvania
$258K +$2.06K +60 +0.9%
RDWM
403
Red Door Wealth Management
Tennessee
$254K
JWM
404
Jeppson Wealth Management
California
$250K
S
405
SignatureFD
Georgia
$249K -$310 -9 -0.1%
MA
406
Mutual Advisors
Nebraska
$247K -$1.65K -48 -0.7%
MOS
407
MGO One Seven
Ohio
$246K -$29.6K -862 -11%
PWM
408
Partnership Wealth Management
Maryland
$246K
LTAS
409
Linden Thomas Advisory Services
North Carolina
$245K -$74.7K -2,172 -24%
C
410
Covestor
United Kingdom
$243K +$202K +5,882 +739%
BC
411
Bridgefront Capital
Texas
$243K +$229K +6,670 New
GS
412
GWN Securities
Florida
$242K -$775K -22,528 -77%
EIP
413
Ellis Investment Partners
Pennsylvania
$240K +$2.54K +74 +1%
SW
414
SteelPeak Wealth
California
$237K -$30.1K -876 -12%
HWM
415
HB Wealth Management
Georgia
$237K -$41.5K -1,207 -16%
CIBC Asset Management
416
CIBC Asset Management
Ontario, Canada
$236K
William Blair & Company
417
William Blair & Company
Illinois
$233K -$3.89K -113 -2%
QT
418
Quantbot Technologies
New York
$233K -$3.48M -101,088 -94%
CIS
419
Custom Index Systems
New York
$231K -$6.43K -187 -3%
GVAG
420
Great Valley Advisor Group
Delaware
$229K +$217K +6,295 New
CPRC
421
Consolidated Portfolio Review Corp
New York
$229K -$192K -5,573 -47%
SIMG
422
Sonora Investment Management Group
Arizona
$224K -$7.71K -224 -4%
PWM
423
Perigon Wealth Management
California
$223K -$413 -12 -0.2%
LW
424
Lauer Wealth
Indiana
$223K -$24.2K -703 -10%
AF
425
Allworth Financial
California
$221K +$118K +3,427 +129%