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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
651
Trinity Financial Advisors
Ohio
$244K +$35.2K +278 +16%
MMCM
652
Murphy & Mullick Capital Management
New York
$243K -$105K -829 -29%
CI
653
Cigna Investments
Connecticut
$241K -$11.1K -88 -4%
Envestnet Portfolio Solutions
654
Envestnet Portfolio Solutions
Illinois
$240K -$42.7K -337 -15%
IWC
655
Integrated Wealth Concepts
Massachusetts
$240K +$35.1K +277 +16%
BP
656
Ballentine Partners
Massachusetts
$240K -$7.47K -59 -3%
1WA
657
180 Wealth Advisors
Washington
$240K +$13.2K +104 +6%
FGWP
658
Founders Grove Wealth Partners
Virginia
$235K +$243K +1,921 New
SWA
659
Strata Wealth Advisors
Texas
$234K +$243K +1,915 New
JCM
660
Jacobi Capital Management
Pennsylvania
$233K +$25.7K +203 +12%
C
661
Certuity
Florida
$232K -$26.3K -208 -10%
MA
662
MCF Advisors
Kentucky
$231K -$10.9K -86 -4%
RCA
663
Resonant Capital Advisors
Wisconsin
$229K +$6.59K +52 +3%
TBWA
664
Three Bridge Wealth Advisors
California
$228K +$1.01K +8 +0.4%
OWCM
665
One Wealth Capital Management
Arizona
$227K +$235K +1,858 New
DT
666
Diversified Trust
Tennessee
$223K +$231K +1,823 New
CAM
667
Claret Asset Management
Quebec, Canada
$223K +$231K +1,825 New
GS
668
GTS Securities
Florida
$223K -$43.2K -341 -16%
PP
669
PDS Planning
Ohio
$220K -$30.5K -241 -12%
PWM
670
Perigon Wealth Management
California
$220K -$131K -1,036 -37%
GCM
671
Gallacher Capital Management
Colorado
$219K +$227K +1,790 New
SCA
672
Snowden Capital Advisors
New York
$216K -$92.3K -729 -29%
ATS
673
Ashton Thomas Securities
New York
$211K -$59.3K -468 -21%
WC
674
Wexford Capital
Florida
$209K +$3.42K +27 +2%
BJL
675
Brighton Jones LLC
Washington
$208K +$216K +1,702 New