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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
626
Concourse Financial Group Securities
Alabama
$278K +$89.3K +1,075 +49%
RCA
627
Resonant Capital Advisors
Wisconsin
$277K +$17.6K +212 +7%
NWMG
628
National Wealth Management Group
Ohio
$275K +$270K +3,245 New
DWM
629
Darwin Wealth Management
Florida
$272K +$1.5K +18 +0.6%
William Blair Investment Management
630
William Blair Investment Management
Illinois
$270K -$498 -6 -0.2%
NIMI
631
Natixis Investment Managers International
France
$260K -$227K -2,738 -47%
LC
632
Lindbrook Capital
California
$260K -$12.6K -152 -5%
BS
633
Boenning & Scattergood
Pennsylvania
$260K
M
634
Mirova
France
$260K +$255K +3,073 New
MA
635
Mutual Advisors
Nebraska
$258K +$24.9K +300 +11%
WT
636
Whittier Trust
California
$257K +$4.98K +60 +2%
BF
637
BOK Financial
Oklahoma
$256K -$6.15K -74 -2%
DMBA
638
Deseret Mutual Benefit Administrators
Utah
$256K +$18.7K +225 +8%
OIA
639
Optimum Investment Advisors
Illinois
$254K
CT
640
Caldwell Trust
Florida
$254K
1WA
641
180 Wealth Advisors
Washington
$251K
TW
642
TrinityPoint Wealth
Connecticut
$251K +$18.8K +226 +8%
GIA
643
Gladstone Institutional Advisory
Florida
$250K -$23.1K -278 -9%
BFEC
644
Benjamin F. Edwards & Company
Missouri
$246K +$12.5K +150 +5%
PMAM
645
Picton Mahoney Asset Management
Ontario, Canada
$245K +$241K +2,900 New
SFCL
646
Strengthening Families & Communities LLC
Massachusetts
$244K
IFG
647
Independent Financial Group
California
$242K
BCA
648
Bay Colony Advisors
Massachusetts
$239K +$214K +2,575 New
JCIA
649
Jackson Creek Investment Advisors
Colorado
$238K +$213K +2,564 New
CMBA
650
C.M. Bidwell & Associates
Hawaii
$238K +$225K +2,707 +2,461%