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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
651
Chicago Partners Investment Group
Illinois
$295K -$19.9K -85 -5%
SPC
652
Spirepoint Private Client
Florida
$291K +$316K +1,349 New
NL
653
NWAM LLC
Washington
$290K +$18.3K +78 +6%
EIP
654
Epoch Investment Partners
New York
$289K -$64.6M -275,885 -100%
DAS
655
Dynamic Advisor Solutions
Arizona
$287K -$824K -3,519 -73%
VFA
656
Valeo Financial Advisors
Indiana
$285K +$115K +489 +53%
AAS
657
Ameritas Advisory Services
Nebraska
$284K -$38.4K -164 -11%
SP
658
Symmetry Partners
Connecticut
$279K – – –
DTL
659
Dynamic Technology Lab
Singapore
$279K +$110K +470 +57%
PL
660
Parkwood LLC
Ohio
$273K +$18.3K +78 +7%
BCM
661
Boltwood Capital Management
California
$272K +$3.04K +13 +1%
MG
662
Marex Group
$270K -$42.6K -182 -13%
OIA
663
OneDigital Investment Advisors
Kansas
$270K -$101K -431 -26%
MG
664
Mather Group
Illinois
$270K -$1.41K -6 -0.6%
EH
665
Equitable Holdings
New York
$262K +$29K +124 +11%
SCA
666
Snowden Capital Advisors
New York
$259K +$14.3K +61 +5%
GD
667
Grandfield & Dodd
New York
$259K – – –
PCS
668
Personal CFO Solutions
New Jersey
$254K +$36.3K +155 +15%
BB
669
Bell Bank
North Dakota
$253K – – –
HC
670
Hara Capital
Washington
$253K – – –
CANC
671
Culbertson A N & Co
Virginia
$251K – – –
LNC
672
Lincoln National Corp
Pennsylvania
$249K -$12.9K -55 -5%
SW
673
SVB Wealth
Massachusetts
$249K -$4.45K -19 -2%
IFG
674
Independent Financial Group
California
$244K +$52.7K +225 +25%
TL
675
Tradewinds LLC
North Carolina
$243K +$264K +1,128 New