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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
401
Beacon Pointe Advisors
California
$233K -$19.7K -488 -8%
TMAM
402
Tokio Marine Asset Management
Japan
$227K +$17.7K +440 +8%
MHS
403
M Holdings Securities
Oregon
$226K -$1.21K -30 -0.5%
RWA
404
Ropes Wealth Advisors
Massachusetts
$223K
AAS
405
Avantax Advisory Services
Texas
$221K +$221K +5,493 New
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$221K -$231K -5,723 -51%
VI
407
Versor Investments
New York
$218K +$219K +5,429 New
PFT
408
Providence First Trust
Arizona
$214K
BHPW
409
Beverly Hills Private Wealth
California
$212K +$213K +5,281 New
AWM
410
Alterna Wealth Management
Texas
$212K -$9.35K -232 -4%
VCM
411
Violich Capital Management
California
$211K
NFA
412
Northern Financial Advisors
Michigan
$209K -$14.3K -355 -6%
SPC
413
Sigma Planning Corp
Michigan
$203K +$2.78K +69 +1%
SCA
414
Snowden Capital Advisors
New York
$203K -$14.1K -350 -6%
CAM
415
Cresset Asset Management
Illinois
$200K +$200K +4,974 New
ASN
416
Advisory Services Network
Georgia
$188K +$50.5K +1,254 +37%
JC
417
JBF Capital
Colorado
$182K +$182K +4,525 New
TPCW
418
TD Private Client Wealth
New York
$172K +$22.1K +549 +15%
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$166K -$7.73M -192,010 -98%
LPIC
420
LeJeune Puetz Investment Counsel
Michigan
$165K
TAIM
421
TD Ameritrade Investment Management
Nebraska
$161K -$51.9K -1,288 -24%
PI
422
PEAK6 Investments
Illinois
$159K -$1.01M -25,013 -86%
MAM
423
Meeder Asset Management
Ohio
$154K
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$146K -$15.8K -393 -10%
MCM
425
Manchester Capital Management
Vermont
$143K