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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
526
Jacobi Capital Management
Pennsylvania
$266K – – –
PFA
527
Petra Financial Advisors
Colorado
$265K +$251K +3,252 New
PCIA
528
Prime Capital Investment Advisors
Kansas
$265K +$250K +3,247 New
CA
529
Clearstead Advisors
Ohio
$263K +$1.77K +23 +0.7%
FHA
530
Flagship Harbor Advisors
Massachusetts
$262K +$18K +233 +8%
BCM
531
Brookstone Capital Management
Illinois
$258K -$20.2K -262 -8%
RSWM
532
Robertson Stephens Wealth Management
California
$257K -$2.47K -32 -1%
Jones Financial Companies
533
Jones Financial Companies
Missouri
$254K +$71.1K +922 +41%
IPWA
534
International Private Wealth Advisors
California
$252K +$239K +3,099 New
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$252K +$6.86K +89 +3%
AWM
536
Ariadne Wealth Management
California
$251K -$12.3K -160 -5%
FCI
537
Financial Counselors Inc
Kansas
$249K -$17.8K -231 -7%
PA
538
Parallel Advisors
California
$249K -$5.24K -68 -2%
AWA
539
Aaron Wealth Advisors
Illinois
$245K +$232K +3,012 New
BPA
540
Beacon Pointe Advisors
California
$245K -$11.1K -144 -5%
KF
541
KKM Financial
Illinois
$244K – – –
BTC
542
Bank & Trust Company
Illinois
$243K – – –
PI
543
PFG Investments
New York
$241K – – –
GS
544
GWN Securities
Florida
$241K +$228K +2,960 New
FCP
545
Fidelis Capital Partners
Florida
$241K +$385 +5 +0.2%
SIC
546
Sterling Investment Counsel
New York
$240K +$227K +2,944 New
FFA
547
Fragasso Financial Advisors
Pennsylvania
$239K +$1.23K +16 +0.5%
SCM
548
Sage Capital Management
New Jersey
$239K +$1.23K +16 +0.5%
TFA
549
Toth Financial Advisory
Virginia
$238K -$25.4K -330 -10%
SW
550
SVB Wealth
Massachusetts
$234K +$6.09K +79 +3%