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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$2.69M -$72.7K -528 -2%
PAI
227
Pittenger & Anderson Inc
Nebraska
$2.65M -$20.7K -150 -0.7%
MA
228
Montag & Associates
Georgia
$2.62M +$138 +1 +0%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$2.6M -$570K -4,140 -17%
AWM
230
Absher Wealth Management
North Carolina
$2.6M +$419K +3,043 +17%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$2.59M +$1.16M +8,419 +70%
KeyBank National Association
232
KeyBank National Association
Ohio
$2.59M -$251K -1,821 -8%
SC
233
Sepio Capital
Utah
$2.57M -$34.7K -252 -1%
NGA
234
Naples Global Advisors
Florida
$2.5M +$45.7K +332 +2%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$2.47M +$97.4K +707 +4%
MHIC
236
Marble Harbor Investment Counsel
Massachusetts
$2.45M +$114K +825 +4%
NCM
237
Narwhal Capital Management
Georgia
$2.44M -$216K -1,570 -7%
PA
238
Perennial Advisors
New York
$2.44M +$232K +1,684 +10%
NW
239
NewEdge Wealth
Pennsylvania
$2.43M +$75.5K +548 +3%
WWA
240
WCG Wealth Advisors
Nevada
$2.42M +$927K +6,726 +54%
CNFG
241
Creegan & Nassoura Financial Group
New Hampshire
$2.41M -$34.4K -250 -1%
WP
242
WMS Partners
Maryland
$2.41M -$218K -1,583 -8%
FC
243
FORA Capital
Florida
$2.4M +$455K +3,300 +21%
KIG
244
Kennedy Investment Group
New Jersey
$2.39M +$52.8K +383 +2%
EGM
245
Engineers Gate Manager
New York
$2.35M +$2.57M +18,673 New
SCM
246
Seascape Capital Management
New Hampshire
$2.33M +$131K +949 +5%
BPA
247
Beacon Pointe Advisors
California
$2.33M +$388K +2,819 +18%
VAS
248
Vestmark Advisory Solutions
Massachusetts
$2.32M +$170K +1,233 +7%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$2.31M +$527K +3,823 +26%
Charles Schwab
250
Charles Schwab
California
$2.3M -$297M -2,158,004 -99%