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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
601
Simon Quick Advisors
New Jersey
$697K +$351K +3,064 +91%
DAM
602
Doheny Asset Management
California
$692K
IAN
603
Integrated Advisors Network
Texas
$684K +$720K +6,294 New
BCA
604
Bay Colony Advisors
Massachusetts
$680K -$550K -4,807 -43%
MC
605
Moors & Cabot
Massachusetts
$677K -$355K -3,100 -33%
NP
606
Nilsine Partners
Colorado
$673K
DS
607
DRW Securities
Illinois
$671K +$707K +6,180 New
CGH
608
Crossmark Global Holdings
Texas
$671K -$61.7K -539 -8%
RA
609
RFG Advisory
Alabama
$671K +$707K +6,174 New
SWM
610
SeaCrest Wealth Management
New York
$670K +$98.1K +857 +16%
HIC
611
Holderness Investments Company
North Carolina
$659K +$57.8K +505 +9%
DB
612
Danske Bank
Denmark
$659K -$200K -1,745 -22%
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
$658K +$5.72K +50 +0.9%
PI
614
PFG Investments
New York
$654K +$86.3K +754 +14%
MWM
615
MinichMacGregor Wealth Management
New York
$652K -$7.67K -67 -1%
SWM
616
Segment Wealth Management
Texas
$649K
CI
617
Corient IA
Florida
$647K
CLIP
618
Colter Lewis Investment Partners
Connecticut
$643K
LFIA
619
Legacy Financial Independent Advisors
Kentucky
$640K +$674K +5,893 New
FNBOO
620
First National Bank of Omaha
Nebraska
$639K -$132K -1,153 -16%
SC
621
Sapient Capital
Indiana
$637K -$33.4K -292 -5%
TC
622
Tacita Capital
Ontario, Canada
$635K -$1.14K -10 -0.2%
GM
623
GeoWealth Management
Illinois
$634K +$668K +5,833 New
VIP
624
Viewpoint Investment Partners
Alberta, Canada
$632K +$655K +5,727 New
ACIM
625
Azimuth Capital Investment Management
Michigan
$630K +$16.6K +145 +3%