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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Legato Capital Management
California
$303K +$347K +548 New
SWM
202
SeaCrest Wealth Management
New York
$296K +$48.1K +76 +17%
AIA
203
AIMZ Investment Advisors
California
$291K
MFG
204
Merit Financial Group
Georgia
$288K -$3.8K -6 -1%
MAM
205
Martingale Asset Management
Massachusetts
$286K -$3.16K -5 -1%
GT
206
Greenleaf Trust
Michigan
$286K -$25.9K -41 -7%
APG
207
Abacus Planning Group
South Carolina
$285K
KAS
208
Kestra Advisory Services
Texas
$284K +$20.9K +33 +7%
SAM
209
Sagewood Asset Management
New York
$282K +$323K +510 New
WANY
210
Wealthspire Advisors (New York)
New York
$280K +$10.1K +16 +3%
BF
211
bLong Financial
Tennessee
$277K
FT
212
Fiduciary Trust
Massachusetts
$277K
NSAM
213
North Star Asset Management
Wisconsin
$277K
STA
214
Summit Trail Advisors
New York
$271K -$24.7K -39 -7%
SI
215
Stirlingshire Investments
New York
$263K +$301K +476 New
FC
216
Farringdon Capital
United Kingdom
$259K +$296K +468 New
AWM
217
Absher Wealth Management
North Carolina
$258K -$25.3K -40 -8%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$241K +$6.96K +11 +3%
AIM
219
Advyzon Investment Management
Illinois
$240K -$15.8K -25 -5%
EP
220
Essential Partners
California
$240K -$1.26K -2 -0.5%
CIS
221
Custom Index Systems
New York
$239K
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$232K +$21.5K +34 +9%
CPC
223
CFC Planning Company
Indiana
$230K +$24K +38 +10%
GPWM
224
Grant Private Wealth Management
California
$226K
FCM
225
Fieldview Capital Management
Michigan
$226K +$259K +409 New