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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
976
Cooper Financial Group
California
$249K +$50.3K +311 +23%
WC
977
Waterloo Capital
Texas
$249K -$2.59K -16 -1%
CFD
978
Creative Financial Designs
Indiana
$249K +$29.8K +184 +13%
RCAG
979
Rehmann Capital Advisory Group
Michigan
$248K +$4.86K +30 +2%
PWP
980
Precedent Wealth Partners
Texas
$247K -$34.6K -214 -12%
TSMHT
981
Thurston Springer Miller Herd & Titak
Indiana
$247K -$41.6K -257 -14%
PFM
982
Patton Fund Management
Texas
$246K +$22.2K +137 +9%
SNB
983
Security National Bank
Nebraska
$245K – – –
USWIA
984
UP Strategic Wealth Investment Advisors
Pennsylvania
$243K -$28.6K -177 -10%
FFS
985
Founders Financial Securities
Maryland
$243K +$32.9K +203 +15%
HGA
986
Hobbs Group Advisors
South Carolina
$242K +$260K +1,607 New
OAM
987
Oak Asset Management
California
$241K – – –
MCA
988
Millennium Capital Advisors
Arkansas
$238K +$257K +1,585 New
CA
989
Continuum Advisory
Idaho
$237K -$647 -4 -0.3%
HAS
990
HBW Advisory Services
California
$236K -$158K -974 -38%
ARC
991
Advisor Resource Council
Texas
$235K +$6.31K +39 +3%
CG
992
Caprock Group
Idaho
$235K +$10.8K +67 +4%
RWA
993
Rooted Wealth Advisors
Illinois
$235K +$239K +1,474 New
FOA
994
Five Oceans Advisors
California
$234K +$1.29K +8 +0.5%
RS
995
Rakuten Securities
Japan
$233K -$8.9K -55 -3%
Envestnet Portfolio Solutions
996
Envestnet Portfolio Solutions
Illinois
$230K -$458K -2,830 -65%
TAFW
997
Tred Avon Family Wealth
Maryland
$230K -$11.3K -70 -4%
BCM
998
Berbice Capital Management
New York
$230K +$37.2K +230 +18%
GVAG
999
Great Valley Advisor Group
Delaware
$230K -$3.24K -20 -1%
LA
1000
Legacy Advisors
Pennsylvania
$229K +$247K +1,527 New