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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$1.52M +$246K +5,879 +20%
SF
277
Summit Financial
New Jersey
$1.51M +$228K +5,441 +18%
QCM
278
Quantinno Capital Management
New York
$1.5M +$44.6K +1,067 +3%
AR
279
Advisory Research
Illinois
$1.49M -$847K -20,251 -37%
DWM
280
Dakota Wealth Management
Florida
$1.42M +$23K +550 +2%
BONH
281
Bank of New Hampshire
New Hampshire
$1.4M +$1.31M +31,202 +2,655%
Franklin Resources
282
Franklin Resources
California
$1.38M -$240K -5,734 -15%
HFS
283
Hantz Financial Services
Michigan
$1.38M -$1.38K -33 -0.1%
PFS
284
Prospera Financial Services
Texas
$1.34M +$50.1K +1,197 +4%
BWCS
285
Beirne Wealth Consulting Services
Connecticut
$1.34M +$20.1K +481 +2%
CM
286
Crestline Management
Texas
$1.33M -$10.6M -252,542 -89%
EFH
287
Eaton Financial Holdings
Florida
$1.33M +$1.29M +30,793 New
KJHP
288
K.J. Harrison & Partners
Ontario, Canada
$1.32M -$168K -4,006 -12%
SM
289
Southport Management
Wyoming
$1.29M
WAM
290
Wolverine Asset Management
Illinois
$1.29M +$1.26M +30,000 New
SWP
291
Stratos Wealth Partners
Ohio
$1.29M -$377K -9,002 -23%
William Blair & Company
292
William Blair & Company
Illinois
$1.27M -$52.7K -1,260 -4%
NAS
293
NWF Advisory Services
California
$1.27M +$155K +3,713 +14%
CAM
294
Claret Asset Management
Quebec, Canada
$1.25M +$1.13K +27 +0.1%
CGH
295
Crossmark Global Holdings
Texas
$1.23M +$77.2K +1,845 +7%
AI
296
Atria Investments
North Carolina
$1.22M -$267K -6,381 -18%
AAS
297
Avantax Advisory Services
Texas
$1.21M +$272K +6,509 +30%
Allianz Asset Management
298
Allianz Asset Management
Germany
$1.2M -$443K -10,591 -28%
Pathstone Holdings
299
Pathstone Holdings
New Jersey
$1.17M +$1.14M +27,228 New
BCI
300
Brinker Capital Investments
Pennsylvania
$1.17M -$95.5K -2,283 -8%