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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
876
Clarius Group LLC
Washington
$530K +$28.3K +133 +6%
LWP
877
Laurel Wealth Planning
Minnesota
$530K +$527K +2,477 New
IAA
878
Independent Advisor Alliance
North Carolina
$526K +$141K +661 +37%
EWA
879
Exencial Wealth Advisors
Oklahoma
$525K +$10K +47 +2%
NCM
880
Next Capital Management
New York
$525K +$199K +933 +62%
JCM
881
Jacobi Capital Management
Pennsylvania
$524K +$638 +3 +0.1%
CIC
882
Crawford Investment Counsel
Georgia
$524K +$10.6K +50 +2%
CI Investments Inc
883
CI Investments Inc
Ontario, Canada
$521K -$188K -882 -27%
NRS
884
Neville Rodie & Shaw
New York
$519K
WI
885
Wintrust Investments
Illinois
$519K +$516K +2,424 New
CCA
886
Checchi Capital Advisers
California
$518K -$14.9K -70 -3%
OPA
887
Old Port Advisors
Maine
$517K -$5.96K -28 -1%
MLL
888
Moody Lynn & Lieberson
Massachusetts
$516K -$2.55K -12 -0.5%
NFG
889
Next Financial Group
Texas
$514K -$14K -66 -3%
MAM
890
Meeder Asset Management
Ohio
$512K -$123K -576 -19%
MS
891
Madden Securities
Texas
$512K
HBT
892
Heartland Bank & Trust
Illinois
$509K -$52.8K -248 -9%
VCA
893
Verdence Capital Advisors
Maryland
$509K +$10.6K +50 +2%
IAN
894
Integrated Advisors Network
Texas
$506K +$50.2K +236 +11%
DT
895
Diversified Trust
Tennessee
$505K -$103K -486 -17%
BOM
896
Bank of Marin
California
$499K
IFO
897
Independent Family Office
New York
$498K
S
898
SignatureFD
Georgia
$498K +$39.6K +186 +9%
CF
899
Copperwynd Financial
Arizona
$496K -$7.87K -37 -2%
RA
900
RFG Advisory
Alabama
$496K +$5.53K +26 +1%