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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Sculati Wealth Management
Michigan
$246K -$407K -73,498 -65%
EBT
502
Enterprise Bank & Trust
Massachusetts
$245K -$6.65K -1,200 -3%
WP
503
WealthPLAN Partners
Nebraska
$244K -$2.77K -500 -1%
GLA
504
Good Life Advisors
Pennsylvania
$242K +$70.4K +12,709 +48%
LOAME
505
Lombard Odier Asset Management (Europe)
United Kingdom
$239K
OPS
506
Orion Portfolio Solutions
Nebraska
$236K +$89.2K +16,101 +71%
NAM
507
NorthCoast Asset Management
Connecticut
$234K
IFG
508
Independent Financial Group
California
$233K +$2.08K +375 +1%
AIL
509
AGF Investments LLC
Ontario, Canada
$232K +$208K +37,617 +6,187%
PP
510
Paloma Partners
Connecticut
$231K -$11.8M -2,127,998 -98%
VC
511
Vicus Capital
Pennsylvania
$231K +$2.02K +365 +1%
LA
512
Legacy Advisors
Pennsylvania
$228K -$5.58K -1,007 -3%
1WA
513
180 Wealth Advisors
Washington
$228K -$2.83K -511 -2%
Brown Advisory
514
Brown Advisory
Maryland
$226K +$114K +20,518 +122%
NL
515
NWAM LLC
Washington
$225K +$12.7K +2,292 +7%
TFS
516
TrustCore Financial Services
Tennessee
$225K +$59K +10,660 +40%
CCB
517
Cutter & Co Brokerage
Missouri
$224K -$131K -23,609 -39%
AF
518
Advisornet Financial
Minnesota
$223K -$37.6K -6,781 -16%
FSA
519
Fort Sheridan Advisors
Illinois
$223K -$27.2K -4,920 -12%
AII
520
AGF Investments Inc
Ontario, Canada
$223K +$203K +36,650 New
CCA
521
Checchi Capital Advisers
California
$221K +$4.31K +778 +2%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$220K +$13.7K +2,467 +7%
EGM
523
Engineers Gate Manager
New York
$219K -$1.92M -347,544 -91%
BFA
524
Bragg Financial Advisors
North Carolina
$219K
RSWM
525
Robertson Stephens Wealth Management
California
$218K -$11.1K -2,000 -5%