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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
976
Essex Financial Services
Connecticut
$271K +$115K +630 +60%
CI
977
Conning Inc
Connecticut
$271K -$61.9K -340 -17%
TPCW
978
TD Private Client Wealth
New York
$270K +$1.82K +10 +0.6%
WC
979
Waterloo Capital
Texas
$270K -$97.3K -534 -24%
BC
980
Bayforest Capital
United Kingdom
$269K +$303K +1,666 New
VCM
981
Voleon Capital Management
California
$268K -$996K -5,468 -77%
VWM
982
Vigilare Wealth Management
Arizona
$267K -$247K -1,355 -45%
GM
983
GeoWealth Management
Illinois
$267K -$91.3K -501 -23%
NG
984
Norden Group
Utah
$264K -$29.9K -164 -9%
SNB
985
Security National Bank
Nebraska
$263K -$72.9K -400 -20%
USWIA
986
UP Strategic Wealth Investment Advisors
Pennsylvania
$262K -$8.93K -49 -3%
XWM
987
Xcel Wealth Management
Florida
$262K +$295K +1,622 New
RCAG
988
Rehmann Capital Advisory Group
Michigan
$262K -$3.1K -17 -1%
WA
989
Waverly Advisors
Alabama
$261K +$68.9K +378 +31%
RS
990
Rakuten Securities
Japan
$259K -$109K -600 -27%
OAM
991
Oak Asset Management
California
$259K
TAFW
992
Tred Avon Family Wealth
Maryland
$258K +$4.74K +26 +2%
CAG
993
Crestwood Advisors Group
Massachusetts
$258K +$17.3K +95 +6%
TM
994
Torren Management
California
$257K +$290K +1,593 New
IDA
995
Intelligence Driven Advisers
California
$257K -$9.84K -54 -3%
CA
996
Continuum Advisory
Idaho
$255K +$288K +1,582 New
PI
997
PFG Investments
New York
$255K +$287K +1,578 New
AFP
998
Ausdal Financial Partners
Iowa
$254K -$330K -1,809 -53%
AO
999
Advisor OS
Illinois
$251K +$10.9K +60 +4%
IC
1000
Inscription Capital
Texas
$250K -$6.74K -37 -2%