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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
601
Envestnet Portfolio Solutions
Illinois
$242K +$26.2K +277 +11%
CIA
602
Capital Investment Advisors
Georgia
$239K +$262K +2,774 New
GW
603
Graetz Wealth
Michigan
$237K -$56.5K -598 -18%
DWP
604
Daymark Wealth Partners
Ohio
$234K +$13.9K +147 +6%
CCA
605
Childress Capital Advisors
Texas
$232K -$86.2K -912 -25%
XWL
606
XXI Wealth LLC
Illinois
$229K +$251K +2,657 New
ACA
607
Atlas Capital Advisors
Wyoming
$229K +$1.42K +15 +0.6%
CIM
608
Cambria Investment Management
California
$229K
IWA
609
Inspirion Wealth Advisors
Illinois
$228K +$2.74K +29 +1%
PA
610
Pinnacle Associates
New York
$227K -$114K -1,209 -31%
SIA
611
Soltis Investment Advisors
Utah
$227K +$249K +2,633 New
AssetMark Inc
612
AssetMark Inc
California
$227K +$82.3K +871 +50%
MOS
613
MGO One Seven
Ohio
$227K -$61.1K -646 -20%
MOACM
614
Mutual of America Capital Management
New York
$226K +$247K +2,616 New
PWMAG
615
Pinnacle Wealth Management Advisory Group
New Jersey
$225K -$114K -1,209 -32%
MFG
616
Midwest Financial Group
Kansas
$224K +$756 +8 +0.3%
AIP
617
Avail Investment Partners
Pennsylvania
$221K +$242K +2,563 New
MAS
618
Meeder Advisory Services
Ohio
$220K +$241K +2,547 New
ICP
619
Interchange Capital Partners
Pennsylvania
$217K +$238K +2,516 New
LA
620
LBP AM
France
$215K -$4.77M -50,486 -95%
CB
621
Commerce Bank
Missouri
$214K +$234K +2,478 New
WBC
622
Westpac Banking Corp
Australia
$213K -$480K -5,079 -67%
TWD
623
True Wealth Design
Ohio
$211K +$9.74K +103 +4%
TC
624
TwinBeech Capital
New York
$211K +$231K +2,445 New
CNWM
625
Clay Northam Wealth Management
California
$210K +$230K +2,430 New