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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1076
Institute for Wealth Management
Colorado
$264K +$6.89K +33 +3%
BOS
1077
Bingham Osborn & Scarborough
California
$262K -$627 -3 -0.2%
CWP
1078
CFM Wealth Partners
Texas
$261K -$4.8K -23 -2%
OWM
1079
Orgel Wealth Management
Wisconsin
$260K – – –
PL
1080
Parthenon LLC
Kentucky
$260K – – –
FA
1081
Fiducient Advisors
Illinois
$260K +$251K +1,200 New
CCA
1082
Conestoga Capital Advisors
Pennsylvania
$259K -$25.1K -120 -9%
BAMCO Inc
1083
BAMCO Inc
New York
$255K +$93.6K +448 +61%
IWA
1084
IVC Wealth Advisors
Pennsylvania
$253K +$244K +1,170 New
CAG
1085
Crestwood Advisors Group
Massachusetts
$252K +$243K +1,165 New
WA
1086
WBH Advisory
Maryland
$251K -$10.4K -50 -4%
ICM
1087
IMS Capital Management
Oregon
$251K +$13.6K +65 +6%
MA
1088
Mutual Advisors
Nebraska
$250K +$10.4K +50 +5%
PCG
1089
Private Capital Group
Connecticut
$249K -$30.5K -146 -11%
ECM
1090
Evergreen Capital Management
Washington
$249K +$1.67K +8 +0.7%
NFG
1091
Nadler Financial Group
Illinois
$247K – – –
AWA
1092
Arete Wealth Advisors
Illinois
$246K -$81.3K -389 -25%
HC
1093
Hamilton Capital
Ohio
$246K +$237K +1,136 New
KFGK
1094
Keystone Financial Group (Kentucky)
Kentucky
$244K -$2.92K -14 -1%
TCM
1095
Tradewinds Capital Management
Washington
$244K – – –
CANY
1096
Caxton Associates (New York)
New York
$244K +$236K +1,130 New
CIM
1097
Contravisory Investment Management
Massachusetts
$242K -$28K -134 -11%
FHC
1098
First Horizon Corporation
Tennessee
$242K -$3.55K -17 -1%
HG
1099
Harbor Group
New Hampshire
$241K +$232K +1,109 New
FWM
1100
Frontier Wealth Management
Missouri
$240K – – –