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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
EP Wealth Advisors
California
$352K -$15.8K -126 -5%
LNC
727
Lincoln National Corp
Pennsylvania
$352K +$93.4K +743 +41%
BRWA
728
B. Riley Wealth Advisors
Florida
$351K +$269K +2,143 +132%
SOS
729
Silver Oak Securities
Tennessee
$349K +$105K +839 +50%
BP
730
Ballentine Partners
Massachusetts
$349K +$33.4K +266 +12%
PIMJS
731
PKO Investment Management Joint-Stock
Poland
$348K -$189K -1,500 -38%
HCM
732
Hodges Capital Management
Texas
$347K +$314K +2,500 New
JSC
733
J. Stern & Co
United Kingdom
$345K +$144K +1,145 +85%
OR
734
Olympiad Research
Connecticut
$342K +$21.1K +168 +7%
FIM
735
Freedom Investment Management
Connecticut
$341K +$15K +119 +5%
SW
736
SVB Wealth
Massachusetts
$338K +$1.26K +10 +0.4%
CI
737
CX Institutional
Indiana
$335K +$14.1K +112 +5%
CGL
738
Clarius Group LLC
Washington
$335K -$47.3K -376 -13%
IAS
739
Insigneo Advisory Services
Florida
$334K +$65.2K +519 +27%
Jones Financial Companies
740
Jones Financial Companies
Missouri
$334K +$280K +2,224 +1,222%
RCAG
741
Rehmann Capital Advisory Group
Michigan
$330K -$12.4K -99 -4%
MA
742
MONECO Advisors
Connecticut
$327K +$296K +2,357 New
CG
743
Cynosure Group
Utah
$324K +$294K +2,337 New
GGA
744
Granite Group Advisors
Connecticut
$323K
MWM
745
Moran Wealth Management
Florida
$320K +$290K +2,310 New
PFBT
746
Parkside Financial Bank & Trust
Missouri
$318K +$26.1K +208 +10%
BIG
747
Brooklyn Investment Group
New York
$313K +$7.04K +56 +3%
NCFG
748
New Century Financial Group
New Jersey
$311K +$281K +2,239 New
HWA
749
Heritage Wealth Advisors
Virginia
$310K
SP
750
Stonebrook Private
Michigan
$309K +$280K +2,227 New