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Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Procyon Advisors
Connecticut
$613K -$34.6K -180 -5%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$611K +$141K +734 +30%
PWP
653
Principle Wealth Partners
Connecticut
$610K +$192 +1 +0%
HBT
654
Hills Bank & Trust
Iowa
$609K -$60.6K -315 -9%
CIAS
655
Capital Investment Advisory Services
North Carolina
$606K -$14.4K -75 -2%
APP
656
Avantax Planning Partners
Iowa
$606K +$5.2K +27 +0.9%
NA
657
NewEdge Advisors
Louisiana
$605K -$192K -995 -24%
CG
658
Caprock Group
Idaho
$604K -$17.5K -91 -3%
IP
659
Intellectus Partners
California
$602K +$601K +3,120 New
LCM
660
LVM Capital Management
Michigan
$601K
CT
661
Chicago Trust
Illinois
$600K -$770 -4 -0.1%
IWC
662
Integrated Wealth Concepts
Massachusetts
$600K +$284K +1,477 +90%
HIC
663
Holderness Investments Company
North Carolina
$598K +$6.16K +32 +1%
AFC
664
AFT Forsyth & Company
Florida
$593K
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$593K
DY
666
Dowling & Yahnke
California
$585K -$235K -1,223 -29%
KWM
667
Kingsview Wealth Management
Oregon
$585K -$21K -109 -3%
LWAC
668
Laurel Wealth Advisors (California)
California
$580K +$6.35K +33 +1%
LOAME
669
Lombard Odier Asset Management (Europe)
United Kingdom
$580K +$579K +3,006 New
GW
670
GW & Wade
Massachusetts
$577K +$304K +1,579 +112%
CCM
671
Cribstone Capital Management
Maine
$576K +$16.2K +84 +3%
SWA
672
SFMG Wealth Advisors
Texas
$573K -$9.63K -50 -2%
RFG
673
Range Financial Group
Oregon
$571K +$569K +2,958 New
VFA
674
Voya Financial Advisors
Connecticut
$569K -$78.7K -409 -12%
BFS
675
Bradley Foster & Sargent
Connecticut
$568K -$387K -2,010 -41%