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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
451
Level Four Advisory Services
Texas
$237K – – –
IWM
452
IHT Wealth Management
Illinois
$235K -$10.3K -227 -4%
EF
453
Empowered Funds
Pennsylvania
$235K +$49.1K +1,082 +25%
Bessemer Group
454
Bessemer Group
New Jersey
$230K +$10.6K +234 +5%
HWA
455
Hilltop Wealth Advisors
North Carolina
$228K +$500 +11 +0.2%
PCM
456
Prelude Capital Management
New York
$228K +$238K +5,230 New
CTC
457
Central Trust Company
Missouri
$225K +$818 +18 +0.3%
CCM
458
Coldstream Capital Management
Washington
$223K -$4.95K -109 -2%
CTC
459
Cetera Trust Company
Minnesota
$222K – – –
RWMH
460
Riverpoint Wealth Management Holdings
Illinois
$222K – – –
IAN
461
Integrated Advisors Network
Texas
$218K +$40.2K +885 +22%
SWP
462
Stratos Wealth Partners
Ohio
$215K -$25K -551 -10%
AWS
463
Atria Wealth Solutions
New York
$213K -$3.09K -68 -1%
DTL
464
Dynamic Technology Lab
Singapore
$213K +$222K +4,896 New
AAIM
465
American Assets Investment Management
California
$211K +$220K +4,838 New
PP
466
Prudential plc
United Kingdom
$210K -$492K -10,830 -69%
WOC
467
West Oak Capital
California
$209K +$2.04K +45 +0.9%
EI
468
Ellevest Inc
New York
$209K -$123K -2,697 -36%
CIS
469
Custom Index Systems
New York
$206K +$215K +4,739 New
WIM
470
Warwick Investment Management
Texas
$202K -$2.59K -57 -1%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$201K +$210K +4,614 New
PMA
472
Prudent Man Advisors
Illinois
$200K -$14.3K -315 -6%
AIP
473
Ameritas Investment Partners
Nebraska
$195K – – –
PS
474
Principal Securities
Iowa
$188K +$6.95K +153 +4%
EC
475
EntryPoint Capital
New York
$184K +$192K +4,222 New