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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
576
Samalin Investment Counsel
New York
$211K +$145K +977 New
MJRIC
577
Mogy Joel R Investment Counsel
California
$210K +$144K +970 New
PWMAG
578
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$143K +961 New
DADC
579
D.A. Davidson & Co
Montana
$207K +$142K +953 New
Bank of Nova Scotia
580
Bank of Nova Scotia
Ontario, Canada
$201K -$316K -2,125 -70%
Brown Advisory
581
Brown Advisory
Maryland
$200K +$137K +924 New
OIA
582
OneDigital Investment Advisors
Kansas
$196K +$135K +908 New
SAM
583
S.A. Mason
Michigan
$194K
GI
584
Gradient Investments
Minnesota
$193K
SFS
585
Sowell Financial Services
Arkansas
$188K
DCP
586
Distillate Capital Partners
Illinois
$184K +$125K +840 New
AWM
587
Avior Wealth Management
Nebraska
$178K +$20.5K +138 +20%
MHR
588
Matthew Hamilton Rosenberg
$177K
QCG
589
Quadrant Capital Group
Ohio
$173K +$6.83K +46 +6%
WT
590
Whittier Trust
California
$170K -$446 -3 -0.4%
VBCG
591
Valley Brook Capital Group
Pennsylvania
$162K +$112K +752 New
Toronto Dominion Bank
592
Toronto Dominion Bank
Ontario, Canada
$154K +$6.39K +43 +6%
HR
593
Howe & Rusling
New York
$147K +$101K +680 New
AIC
594
Ayalon Insurance Company
Israel
$145K
CFGS
595
Concourse Financial Group Securities
Alabama
$145K +$65.2K +439 +190%
FP
596
Financial Perspectives
Minnesota
$143K
Public Employees Retirement Association of Colorado
597
Public Employees Retirement Association of Colorado
Colorado
$130K +$89.1K +600 New
EP
598
Eudaimonia Partners
Tennessee
$121K
EWM
599
Edge Wealth Management
New York
$120K
NFSG
600
Newbridge Financial Services Group
Florida
$119K