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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
426
Boston Financial Management
Massachusetts
$842K -$5K -120 -0.6%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$836K +$542 +13 +0.1%
TC
428
TwinBeech Capital
New York
$834K +$830K +19,907 New
KF
429
Krilogy Financial
Missouri
$830K +$16.3K +392 +2%
AssetMark Inc
430
AssetMark Inc
California
$828K +$65.6K +1,573 +9%
HCA
431
Harbor Capital Advisors
Illinois
$825K +$821K +19,696 New
SLI
432
Sumitomo Life Insurance
Japan
$810K -$8.25K -198 -1%
Wealth Enhancement Advisory Services
433
Wealth Enhancement Advisory Services
Minnesota
$808K +$804K +19,290 New
WS
434
Wedbush Securities
California
$803K +$186K +4,474 +30%
AAS
435
Avantax Advisory Services
Texas
$790K +$70.1K +1,681 +10%
PFO
436
Pathstone Family Office
New Jersey
$789K -$714K -17,124 -48%
DADC
437
D.A. Davidson & Co
Montana
$787K +$48.8K +1,171 +7%
NSIM
438
North Star Investment Management
Illinois
$780K +$13.5K +325 +2%
NA
439
NewEdge Advisors
Louisiana
$775K +$10.3K +248 +1%
RL
440
Retireful LLC
Michigan
$766K +$762K +18,286 New
RIA
441
Regal Investment Advisors
Michigan
$765K -$3.96K -95 -0.5%
MFGM
442
Marshall Financial Group (Maryland)
Maryland
$753K -$19.1K -459 -2%
LA
443
Lakeside Advisors
Washington
$750K
AF
444
Allworth Financial
California
$748K +$13.5K +324 +2%
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$747K -$17.9K -430 -2%
LPIC
446
LeJeune Puetz Investment Counsel
Michigan
$740K
MG
447
Mather Group
Illinois
$737K -$7.17K -172 -1%
HIC
448
Hartline Investment Corp
Illinois
$720K +$16.7K +400 +2%
IAN
449
Integrated Advisors Network
Texas
$720K +$34K +816 +5%
ISL
450
Ingalls & Snyder LLC
New York
$715K -$2.38K -57 -0.3%