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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
526
Claraphi Advisory Network
United States
$3.04M -$113K -537 -3%
BS
527
Boenning & Scattergood
Pennsylvania
$3.03M +$382K +1,808 +14%
SIA
528
Soltis Investment Advisors
Utah
$3.03M -$6.76K -32 -0.2%
IWC
529
Integrated Wealth Concepts
Massachusetts
$3.03M +$55.4K +262 +2%
BAM
530
Burgundy Asset Management
Ontario, Canada
$3.02M
LCH
531
Lee Capital Holdings
New York
$3.02M +$1.06M +5,000 +50%
EWA
532
EP Wealth Advisors
California
$3.02M -$89.4K -423 -3%
1WA
533
180 Wealth Advisors
Washington
$3.01M +$40.1K +190 +1%
LWAC
534
Laurel Wealth Advisors (California)
California
$2.98M +$1.56M +7,388 +100%
RWM
535
Rench Wealth Management
Texas
$2.95M -$2.75K -13 -0.1%
DAS
536
Dynamic Advisor Solutions
Arizona
$2.95M +$457K +2,163 +17%
CAM
537
Cresset Asset Management
Illinois
$2.94M -$587K -2,779 -16%
MOS
538
MGO One Seven
Ohio
$2.94M +$419K +1,981 +16%
CFG
539
Citizens Financial Group
Rhode Island
$2.92M -$22K -104 -0.7%
SA
540
SAM Advisors
California
$2.92M +$319K +1,510 +12%
AW
541
Avion Wealth
Texas
$2.9M +$2.61M +12,367 +609%
IFWM
542
Institute for Wealth Management
Colorado
$2.88M +$66.3K +314 +2%
IFG
543
Independent Financial Group
California
$2.87M +$329K +1,558 +12%
TH
544
TCTC Holdings
Texas
$2.87M +$718K +3,400 +31%
HH
545
Hilltop Holdings
Texas
$2.86M +$671K +3,175 +29%
Hudson Bay Capital Management
546
Hudson Bay Capital Management
Connecticut
$2.86M +$1.95M +9,222 +184%
RIM
547
Reliant Investment Management
Tennessee
$2.85M +$2.99M +14,145 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$2.84M -$403K -1,907 -12%
RFM
549
Royal Fund Management
Florida
$2.84M +$209K +988 +8%
AA
550
Apriem Advisors
California
$2.83M +$91.5K +433 +3%