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Name Holding Trade Value Shares
Change
Change in
Stake
NL
651
NWAM LLC
Washington
$290K +$18.3K +78 +6%
EIP
652
Epoch Investment Partners
New York
$289K -$64.6M -275,885 -100%
DAS
653
Dynamic Advisor Solutions
Arizona
$287K -$824K -3,519 -73%
VFA
654
Valeo Financial Advisors
Indiana
$285K +$115K +489 +53%
AAS
655
Ameritas Advisory Services
Nebraska
$284K -$38.4K -164 -11%
SP
656
Symmetry Partners
Connecticut
$279K
DTL
657
Dynamic Technology Lab
Singapore
$279K +$110K +470 +57%
PL
658
Parkwood LLC
Ohio
$273K +$18.3K +78 +7%
BCM
659
Boltwood Capital Management
California
$272K +$3.04K +13 +1%
MG
660
Marex Group
$270K -$42.6K -182 -13%
OIA
661
OneDigital Investment Advisors
Kansas
$270K -$101K -431 -26%
MG
662
Mather Group
Illinois
$270K -$1.41K -6 -0.6%
EH
663
Equitable Holdings
New York
$262K +$29K +124 +11%
SCA
664
Snowden Capital Advisors
New York
$259K +$14.3K +61 +5%
GD
665
Grandfield & Dodd
New York
$259K
PCS
666
Personal CFO Solutions
New Jersey
$254K +$36.3K +155 +15%
BB
667
Bell Bank
North Dakota
$253K
HC
668
Hara Capital
Washington
$253K
CANC
669
Culbertson A N & Co
Virginia
$251K
LNC
670
Lincoln National Corp
Pennsylvania
$249K -$12.9K -55 -5%
SW
671
SVB Wealth
Massachusetts
$249K -$4.45K -19 -2%
IFG
672
Independent Financial Group
California
$244K +$52.7K +225 +25%
TL
673
Tradewinds LLC
North Carolina
$243K +$264K +1,128 New
WPC
674
Waters Parkerson & Co
Louisiana
$240K +$23.4K +100 +10%
AWA
675
Alta Wealth Advisors
Massachusetts
$238K -$26.2K -112 -9%