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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$254K -$26.8K -589 -9%
CIC
402
Crawford Investment Counsel
Georgia
$254K +$3.83K +84 +2%
CPC
403
Consolidated Planning Corp
Georgia
$253K +$22K +483 +9%
SAM
404
Smartleaf Asset Management
Massachusetts
$252K +$254K +5,574 New
CT
405
Coastline Trust
Rhode Island
$252K
PA
406
Prossimo Advisors
California
$248K +$24.6K +540 +11%
VF
407
Vest Financial
Virginia
$246K +$248K +5,436 New
BFG
408
Bleakley Financial Group
New Jersey
$242K -$27.1K -594 -10%
SS
409
Simplicity Solutions
Minnesota
$242K -$27.1K -594 -10%
IWM
410
IHT Wealth Management
Illinois
$242K +$273 +6 +0.1%
DM
411
Deerfield Management
New York
$241K +$243K +5,333 New
DWM
412
Dakota Wealth Management
Florida
$236K -$3.01M -66,110 -93%
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$6.06K -133 -2%
FFP
414
FourThought Financial Partners
Florida
$231K +$1.59K +35 +0.7%
PA
415
Profund Advisors
Maryland
$230K +$4.6K +101 +2%
MG
416
Mather Group
Illinois
$227K -$12.4K -273 -5%
Mackenzie Financial
417
Mackenzie Financial
Ontario, Canada
$225K -$146K -3,209 -39%
BC
418
Bridgefront Capital
Texas
$224K +$226K +4,960 New
IAIM
419
International Assets Investment Management
Florida
$221K +$223K +4,889 New
SW
420
SVB Wealth
Massachusetts
$221K +$729 +16 +0.3%
BCA
421
Bay Colony Advisors
Massachusetts
$219K +$1.5K +33 +0.7%
TA
422
TFB Advisors
Kansas
$218K -$176K -3,859 -44%
WPC
423
Wedmont Private Capital
Pennsylvania
$213K +$12.5K +274 +6%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$210K +$2.23K +49 +1%
BRWA
425
B. Riley Wealth Advisors
Florida
$209K -$370K -8,131 -64%