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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
551
Mount Yale Investment Advisors
Colorado
$1.1M -$42.4K -620 -4%
WSC
552
Wellington Shields & Co
New York
$1.1M -$137K -2,000 -11%
IF
553
Intrua Financial
Texas
$1.09M +$858K +12,535 +316%
VAS
554
Vestmark Advisory Solutions
Massachusetts
$1.09M -$52.6K -769 -4%
CTFG
555
Capstone Triton Financial Group
Oklahoma
$1.09M +$78.6K +1,148 +7%
BSW
556
Buckingham Strategic Wealth
Missouri
$1.09M
KIA
557
Kraematon Investment Advisors
Massachusetts
$1.08M -$16.4K -240 -1%
AC
558
Abbrea Capital
California
$1.08M
CM
559
Columbus Macro
Pennsylvania
$1.07M +$32.9K +480 +3%
William Blair & Company
560
William Blair & Company
Illinois
$1.07M +$60.6K +885 +6%
CA
561
Carson Advisory
Georgia
$1.07M +$479 +7 +0%
BWM
562
BerganKDV Wealth Management
Minnesota
$1.06M -$25K -365 -2%
AFM
563
Abbot Financial Management
Massachusetts
$1.05M -$6.85K -100 -0.6%
HIC
564
Hartline Investment Corp
Illinois
$1.05M
GT
565
Greenleaf Trust
Michigan
$1.05M +$33.3K +487 +3%
FTDI
566
First Trust Direct Indexing
Massachusetts
$1.05M +$29.7K +434 +3%
SIA
567
Strategic Investment Advisors
Michigan
$1.05M -$494K -7,217 -31%
Nomura Holdings
568
Nomura Holdings
Japan
$1.04M +$1.11M +16,189 New
HCM
569
Highview Capital Management
Illinois
$1.04M +$15.7K +229 +1%
HCMT
570
Highland Capital Management (Tennessee)
Tennessee
$1.03M -$13.7K -200 -1%
SFSG
571
Sound Financial Strategies Group
Mississippi
$1.02M -$17.6K -257 -2%
LA
572
LBP AM
France
$1.02M -$164K -2,389 -13%
CA
573
Cetera Advisors
Colorado
$1.02M +$91.6K +1,338 +9%
TBA
574
Tower Bridge Advisors
Pennsylvania
$1.02M
MCM
575
Mendel Capital Management
Arkansas
$1M +$35.2K +514 +3%