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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
251
Sequoia Financial Advisors
Ohio
$1.13M +$122K +1,899 +12%
MCI
252
MRP Capital Investments
Georgia
$1.1M +$639K +9,911 +133%
QCG
253
Quadrant Capital Group
Ohio
$1.08M -$5.87K -91 -0.5%
BPA
254
Beacon Pointe Advisors
California
$1.08M +$1.1M +16,991 New
FCH
255
Freestone Capital Holdings
Washington
$1.07M -$33.4K -518 -3%
FHA
256
Flagship Harbor Advisors
Massachusetts
$1.06M +$7.74K +120 +0.7%
FBC
257
Fairfield, Bush & Co
Connecticut
$1.06M -$112K -1,731 -9%
AWS
258
Atria Wealth Solutions
New York
$1.01M -$460K -7,133 -31%
EF
259
Empowered Funds
Pennsylvania
$1.01M +$1.03M +15,947 New
NW
260
NewEdge Wealth
Pennsylvania
$1.01M +$606K +9,401 +145%
PCM
261
Parsons Capital Management
Rhode Island
$1M +$1.02M +15,790 New
SWM
262
SeaCrest Wealth Management
New York
$996K +$312K +4,839 +45%
DWT
263
Dorsey & Whitney Trust
South Dakota
$994K +$97.7K +1,516 +11%
IWC
264
Integrated Wealth Concepts
Massachusetts
$985K -$1.06M -16,404 -51%
JIC
265
Johnson Investment Counsel
Ohio
$970K +$129K +2,000 +15%
Charles Schwab
266
Charles Schwab
California
$968K +$267K +4,148 +37%
BAAM
267
Baker Avenue Asset Management
California
$967K +$108K +1,681 +12%
AAS
268
Avantax Advisory Services
Texas
$965K +$68.8K +1,067 +8%
RFC
269
Regions Financial Corp
Alabama
$964K -$28.6K -444 -3%
KCM
270
Kempner Capital Management
Texas
$959K
GWM
271
GSB Wealth Management
Connecticut
$949K -$56.7K -880 -6%
SW
272
SVB Wealth
Massachusetts
$940K +$12.9K +200 +1%
BFM
273
Boothbay Fund Management
New York
$932K +$948K +14,702 New
B
274
Bailard
California
$923K +$55.5K +861 +6%
SIA
275
Schechter Investment Advisors
Michigan
$921K +$18.7K +290 +2%