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Name Holding Trade Value Shares
Change
Change in
Stake
AO
676
Advisor OS
Illinois
$263K +$11.1K +39 +5%
AI
677
Atria Investments
North Carolina
$263K -$79K -277 -24%
OWA
678
One Wealth Advisors
California
$263K +$250K +878 New
BWP
679
Balboa Wealth Partners
Arizona
$261K -$9.41K -33 -4%
MLM
680
Mount Lucas Management
Pennsylvania
$259K -$19.4K -68 -7%
AC
681
AWM Capital
Arizona
$259K
GIM
682
Groesbeck Investment Management
New Jersey
$258K
MGIA
683
Moneta Group Investment Advisors
Missouri
$256K +$7.41K +26 +3%
JSC
684
Jackson Square Capital
California
$256K +$243K +854 New
JWWM
685
Johnson & White Wealth Management
Pennsylvania
$256K
AssetMark Inc
686
AssetMark Inc
California
$253K +$80.4K +282 +50%
ACA
687
Aptus Capital Advisors
Alabama
$251K +$238K +836 New
SF
688
Seros Financial
Arizona
$249K +$237K +830 New
BAM
689
Belpointe Asset Management
Nevada
$245K -$26.2K -92 -10%
ITFISA
690
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$244K +$232K +815 New
BRWA
691
B. Riley Wealth Advisors
Florida
$244K -$14.3K -50 -6%
BAAM
692
Baker Avenue Asset Management
California
$244K +$232K +813 New
IHL
693
Investment House LLC
California
$243K -$1.43K -5 -0.6%
DWM
694
Dynasty Wealth Management
Florida
$242K +$230K +808 New
G
695
GenTrust
Florida
$242K +$230K +806 New
SC
696
Savant Capital
Illinois
$241K +$5.99K +21 +3%
Envestnet Portfolio Solutions
697
Envestnet Portfolio Solutions
Illinois
$240K -$88.1K -309 -28%
FA
698
Fountainhead AM
New Jersey
$239K +$4.85K +17 +2%
FFA
699
Fi3 Financial Advisors
Indiana
$237K +$25.9K +91 +13%
GF
700
Gries Financial
Ohio
$236K +$11.7K +41 +5%