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Name Holding Trade Value Shares
Change
Change in
Stake
MG
651
Mather Group
Illinois
$264K +$39.3K +181 +17%
MW
652
Marcum Wealth
Ohio
$262K +$6.95K +32 +3%
ACM
653
Advisors Capital Management
New Jersey
$262K +$6.3K +29 +3%
MC
654
Moors & Cabot
Massachusetts
$262K +$25K +115 +11%
TL
655
Tradewinds LLC
North Carolina
$261K – – –
IFG
656
Independent Financial Group
California
$260K -$2.39K -11 -1%
AWM
657
AE Wealth Management
Kansas
$259K +$243K +1,118 New
AAS
658
Avantax Advisory Services
Texas
$259K +$243K +1,117 New
FPAS
659
Focus Partners Advisor Solutions
Missouri
$259K +$33K +152 +16%
WPC
660
Waters Parkerson & Co
Louisiana
$258K – – –
MCM
661
MAI Capital Management
Ohio
$255K +$6.52K +30 +3%
MFFIA
662
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$252K – – –
CI
663
Conning Inc
Connecticut
$249K – – –
JFA
664
JNBA Financial Advisors
Minnesota
$248K – – –
TCOV
665
Trust Company of Vermont
Vermont
$248K -$243K -1,116 -51%
TW
666
TritonPoint Wealth
Maryland
$246K -$274K -1,261 -54%
EIP
667
Epoch Investment Partners
New York
$245K -$61.1K -281 -21%
AFT
668
Alpha Family Trust
California
$243K +$228K +1,050 New
CBT
669
Central Bank & Trust
Kentucky
$242K -$155K -712 -41%
CFG
670
Citizens Financial Group
Rhode Island
$239K +$224K +1,033 New
IAMOG
671
Investors Asset Management of Georgia
Georgia
$239K – – –
MAC
672
Mason & Associates (California)
California
$238K – – –
NG
673
Norden Group
Utah
$238K -$89.8K -413 -29%
AF
674
Allworth Financial
California
$237K +$61.3K +282 +37%
IWM
675
IHT Wealth Management
Illinois
$237K +$222K +1,021 New