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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
701
Sonata Capital Group
Washington
$298K
DAS
702
Dynamic Advisor Solutions
Arizona
$296K -$37.9K -194 -11%
LWM
703
Lakeridge Wealth Management
Ohio
$296K +$196 +1 +0.1%
NPF
704
Norris Perne & French
Michigan
$295K +$39.1K +200 +15%
JWBC
705
J.W. Burns & Co
New York
$295K
GI
706
GAMMA Investing
California
$294K +$70K +358 +30%
HWA
707
HHM Wealth Advisors
Tennessee
$293K +$978 +5 +0.3%
WB
708
WesBanco Bank
West Virginia
$292K -$32.7K -167 -10%
VAS
709
Vestmark Advisory Solutions
Massachusetts
$291K +$303K +1,550 New
CFS
710
Cannon Financial Strategists
Georgia
$290K
PGA
711
Portland Global Advisors
Maine
$290K -$34.2K -175 -10%
PA
712
Profund Advisors
Maryland
$289K -$43K -220 -12%
CAI
713
Capital Advisors Inc
Oklahoma
$289K +$302K +1,542 New
PCIA
714
Prime Capital Investment Advisors
Kansas
$289K +$301K +1,540 New
SG Americas Securities
715
SG Americas Securities
New York
$286K -$19.6M -100,065 -98%
AWA
716
Arkadios Wealth Advisors
Georgia
$286K -$22.3K -114 -7%
GIA
717
Gateway Investment Advisers
Ohio
$283K -$8.41K -43 -3%
CIC
718
Crawford Investment Counsel
Georgia
$283K -$11.7K -60 -4%
Connor, Clark & Lunn Investment Management (CC&L)
719
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$283K +$294K +1,506 New
PWM
720
Perigon Wealth Management
California
$282K +$46.3K +237 +20%
BFPW
721
BOK Financial Private Wealth
Colorado
$282K +$782 +4 +0.3%
ZF
722
Zhang Financial
Michigan
$280K +$39.7K +203 +16%
MW
723
MBL Wealth
North Carolina
$279K -$196 -1 -0.1%
PCS
724
Personal CFO Solutions
New Jersey
$279K -$391 -2 -0.1%
HCM
725
Hengehold Capital Management
Ohio
$278K