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Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
251
Wellington Management Group
Massachusetts
$1.75M -$1.21M -36,986 -42%
TPCW
252
TD Private Client Wealth
New York
$1.7M +$68.1K +2,086 +4%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$1.69M +$313K +9,595 +24%
PA
254
Pinnacle Associates
New York
$1.69M -$71.4K -2,187 -4%
GCM
255
GeoSphere Capital Management
Florida
$1.67M +$1.62M +49,550 New
LCS
256
Levin Capital Strategies
New York
$1.67M +$1.61M +49,420 New
SWP
257
Stratos Wealth Partners
Ohio
$1.66M -$410K -12,546 -20%
AWA
258
Arkadios Wealth Advisors
Georgia
$1.65M +$55.4K +1,696 +4%
CIAS
259
Capital Investment Advisory Services
North Carolina
$1.6M +$840K +25,738 +119%
PCG
260
Prosperity Consulting Group
Maryland
$1.6M -$33.7K -1,031 -2%
SCTC
261
Sanibel Captiva Trust Company
Florida
$1.58M +$151K +4,638 +11%
AGP
262
Autumn Glory Partners
Texas
$1.56M
BCI
263
Brinker Capital Investments
Pennsylvania
$1.55M +$356K +10,903 +31%
OPS
264
Orion Portfolio Solutions
Nebraska
$1.55M +$356K +10,903 +31%
SS
265
SBI Securities
Japan
$1.53M +$52K +1,593 +4%
S
266
SharpePoint
Arizona
$1.53M +$201K +6,156 +13%
AAM
267
Advisors Asset Management
Colorado
$1.52M -$130K -3,985 -8%
PI
268
PFG Investments
New York
$1.52M -$122K -3,741 -8%
AWE
269
Avidian Wealth Enterprises
Texas
$1.5M +$500K +15,313 +53%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$1.5M +$231K +7,072 +14%
VA
271
Vident Advisory
Georgia
$1.48M +$584K +17,902 +69%
SC
272
Solstein Capital
California
$1.48M -$338K -10,345 -19%
TAM
273
Tocqueville Asset Management
New York
$1.47M -$1.87M -57,231 -57%
AC
274
AWM Capital
Arizona
$1.44M +$1.79M +54,858 +108%
CAM
275
Cozad Asset Management
Illinois
$1.43M -$47.7K -1,462 -3%