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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Endurance Wealth Management
Rhode Island
$232K
CPC
652
Congress Park Capital
New York
$231K -$23.5K -90 -8%
CCA
653
Checchi Capital Advisers
California
$231K +$9.66K +37 +4%
Baird Financial Group
654
Baird Financial Group
Wisconsin
$230K -$23.5K -90 -8%
RC
655
RegentAtlantic Capital
New Jersey
$228K -$64.5K -247 -19%
BB
656
Busey Bank
Illinois
$228K -$13.6K -52 -5%
DCP
657
Distillate Capital Partners
Illinois
$228K +$53.8K +206 +25%
AAS
658
Avantax Advisory Services
Texas
$228K +$273K +1,046 New
PFO
659
Pathstone Family Office
New Jersey
$228K +$274K +1,050 New
ABA
660
American Beacon Advisors
Texas
$226K -$15.7K -60 -5%
AI
661
AXS Investments
New York
$226K +$272K +1,040 New
PAS
662
Park Avenue Securities
New York
$225K -$154K -589 -36%
SS
663
Simplicity Solutions
Minnesota
$223K -$787K -3,014 -75%
ONB
664
Old National Bancorp
Indiana
$223K -$8.88K -34 -3%
FFA
665
First Foundation Advisors
California
$223K -$783 -3 -0.3%
CAG
666
Csenge Advisory Group
Florida
$222K -$79.1K -303 -23%
Kovitz Investment Group Partners
667
Kovitz Investment Group Partners
Illinois
$222K
FCI
668
Financial Counselors Inc
Kansas
$221K -$18K -69 -6%
BOPW
669
Brandywine Oak Private Wealth
Pennsylvania
$221K +$266K +1,020 New
AIA
670
Armor Investment Advisors
North Carolina
$219K -$35.5K -136 -12%
SG
671
Stonnington Group
California
$219K +$312K +1,197 New
LSA
672
L & S Advisors
California
$218K -$296K -1,135 -53%
BDFN
673
Bond & Devick Financial Network
Minnesota
$218K
CAM
674
Cozad Asset Management
Illinois
$218K
CM
675
Caption Management
Oklahoma
$218K +$261K +1,000 New