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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$330K -$4.72K -6 -1%
WANY
652
Wealthspire Advisors (New York)
New York
$330K +$348K +443 New
CCP
653
Cardan Capital Partners
Colorado
$329K
SF
654
Summit Financial
New Jersey
$329K +$347K +441 New
LNC
655
Lincoln National Corp
Pennsylvania
$328K +$69.2K +88 +25%
YMRC
656
Yorktown Management & Research Company
Virginia
$328K +$346K +440 New
NC
657
NovaPoint Capital
Georgia
$326K +$27.5K +35 +9%
SI
658
Scout Investments
Missouri
$325K -$29.1K -37 -8%
Marshall Wace
659
Marshall Wace
United Kingdom
$325K +$343K +436 New
BA
660
Bridgewater Advisors
New York
$324K +$342K +435 New
BONST
661
Bank of Nova Scotia Trust
Ontario, Canada
$323K -$56.6K -72 -14%
FHA
662
Flagship Harbor Advisors
Massachusetts
$319K
RC
663
RegentAtlantic Capital
New Jersey
$319K +$15.7K +20 +5%
CCFM
664
Clear Creek Financial Management
Washington
$318K +$71.5K +91 +27%
NFG
665
Nations Financial Group
Iowa
$318K +$336K +427 New
MW
666
Marcum Wealth
Ohio
$311K -$30.7K -39 -9%
BAM
667
Bruderman Asset Management
New York
$311K +$786 +1 +0.2%
EWM
668
Executive Wealth Management
Michigan
$309K -$11.8K -15 -3%
PWMAG
669
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$1.57K +2 +0.5%
SWA
670
SFMG Wealth Advisors
Texas
$308K +$27.5K +35 +9%
TA
671
Tectonic Advisors
Texas
$305K +$321K +409 New
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$304K +$101K +129 +46%
ZIM
673
Zacks Investment Management
Illinois
$303K +$320K +407 New
WMA
674
Wealth Management Associates
New Jersey
$302K
SS
675
Sunbelt Securities
Texas
$301K