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