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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$674K -$507K -7,573 -45%
MMHP
702
Murphy Middleton Hinkle & Parker
Georgia
$670K
TC
703
Telemus Capital
Michigan
$666K -$7.9K -118 -1%
AG
704
AIA Group
Hong Kong
$659K +$248K +3,699 +68%
ACM
705
AlphaStar Capital Management
North Carolina
$656K -$3.15K -47 -0.5%
SC
706
Scotia Capital
Ontario, Canada
$656K +$610K +9,115 New
SG
707
StoneX Group
New York
$653K +$1.21K +18 +0.2%
OIA
708
Optimum Investment Advisors
Illinois
$651K
DI
709
Diligent Investors
California
$649K
RPCONE
710
Retirement Planning Company of New England
Rhode Island
$648K +$3.75K +56 +0.6%
ABC
711
Associated Banc-Corp
Wisconsin
$641K
MWM
712
Mission Wealth Management
California
$640K +$1.27K +19 +0.2%
IPW
713
Inlet Private Wealth
Florida
$640K
IWA
714
IBEX Wealth Advisors
New Jersey
$640K +$596K +8,899 New
ESB
715
Essex Savings Bank
Connecticut
$638K
CG
716
Caprock Group
Idaho
$637K +$64.3K +960 +12%
DIA
717
Dana Investment Advisors
Wisconsin
$637K +$3.88K +58 +0.7%
SRC
718
Shufro Rose & Co
New York
$634K
FFP
719
FourThought Financial Partners
Florida
$634K +$590K +8,808 New
MC
720
Moors & Cabot
Massachusetts
$634K +$1.14K +17 +0.2%
WTC
721
WhitTier Trust Company
Nevada
$633K +$1.74K +26 +0.3%
TMAM
722
Tokio Marine Asset Management
Japan
$632K +$67.7K +1,011 +13%
OIA
723
OneDigital Investment Advisors
Kansas
$630K +$49.5K +739 +9%
TCWM
724
Total Clarity Wealth Management
Illinois
$626K
BCM
725
Becker Capital Management
Oregon
$626K