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Name Holding Trade Value Shares
Change
Change in
Stake
WC
976
Waterloo Capital
Texas
$249K -$2.59K -16 -1%
CFD
977
Creative Financial Designs
Indiana
$249K +$29.8K +184 +13%
RCAG
978
Rehmann Capital Advisory Group
Michigan
$248K +$4.86K +30 +2%
PWP
979
Precedent Wealth Partners
Texas
$247K -$34.6K -214 -12%
TSMHT
980
Thurston Springer Miller Herd & Titak
Indiana
$247K -$41.6K -257 -14%
PFM
981
Patton Fund Management
Texas
$246K +$22.2K +137 +9%
SNB
982
Security National Bank
Nebraska
$245K
USWIA
983
UP Strategic Wealth Investment Advisors
Pennsylvania
$243K -$28.6K -177 -10%
FFS
984
Founders Financial Securities
Maryland
$243K +$32.9K +203 +15%
HGA
985
Hobbs Group Advisors
South Carolina
$242K +$260K +1,607 New
OAM
986
Oak Asset Management
California
$241K
MCA
987
Millennium Capital Advisors
Arkansas
$238K +$257K +1,585 New
CA
988
Continuum Advisory
Idaho
$237K -$647 -4 -0.3%
HAS
989
HBW Advisory Services
California
$236K -$158K -974 -38%
ARC
990
Advisor Resource Council
Texas
$235K +$6.31K +39 +3%
CG
991
Caprock Group
Idaho
$235K +$10.8K +67 +4%
RWA
992
Rooted Wealth Advisors
Illinois
$235K +$239K +1,474 New
FOA
993
Five Oceans Advisors
California
$234K +$1.29K +8 +0.5%
RS
994
Rakuten Securities
Japan
$233K -$8.9K -55 -3%
Envestnet Portfolio Solutions
995
Envestnet Portfolio Solutions
Illinois
$230K -$458K -2,830 -65%
TAFW
996
Tred Avon Family Wealth
Maryland
$230K -$11.3K -70 -4%
BCM
997
Berbice Capital Management
New York
$230K +$37.2K +230 +18%
GVAG
998
Great Valley Advisor Group
Delaware
$230K -$3.24K -20 -1%
LA
999
Legacy Advisors
Pennsylvania
$229K +$247K +1,527 New
TC
1000
Truvestments Capital
Florida
$229K +$18.3K +113 +8%