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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
576
Roosevelt Investment Group
New York
$769K +$708K +24,000 New
EWM
577
Endurance Wealth Management
Rhode Island
$762K – – –
RCA
578
Resonant Capital Advisors
Wisconsin
$751K +$66.6K +2,258 +11%
NFG
579
Next Financial Group
Texas
$751K +$77.7K +2,634 +13%
FCI
580
Financial Counselors Inc
Kansas
$734K -$27.7K -940 -4%
IC
581
IEQ Capital
California
$732K +$37.4K +1,268 +6%
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$731K +$673K +22,818 New
AMG
583
Advisors Management Group
Wisconsin
$725K -$70.2K -2,380 -10%
LWCFA
584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$724K – – –
FHA
585
Flagship Harbor Advisors
Massachusetts
$716K +$179K +6,058 +37%
RA
586
Rise Advisors
New York
$712K +$655K +22,224 New
RT
587
Rockland Trust
Massachusetts
$710K +$28.9K +982 +5%
EFS
588
Essex Financial Services
Connecticut
$705K +$1.3K +44 +0.2%
TPM
589
Triasima Portfolio Management
Quebec, Canada
$694K -$683K -23,180 -52%
HIA
590
Harbor Investment Advisory
Maryland
$690K – – –
LC
591
Lindbrook Capital
California
$688K +$624K +21,178 +6,788%
Neuberger Berman Group
592
Neuberger Berman Group
New York
$687K +$928K +31,478 New
AG
593
Ascent Group
Virginia
$678K +$707K +23,998 New
DADC
594
D.A. Davidson & Co
Montana
$676K -$72.8K -2,470 -10%
LS
595
Livforsakringsbolaget Skandia
Sweden
$673K -$195K -6,600 -24%
SWM
596
SeaCrest Wealth Management
New York
$671K -$20.4K -692 -3%
HR
597
Hardy Reed
Mississippi
$666K – – –
DG
598
DMC Group
Alabama
$663K +$714K +24,212 New
SWM
599
Salvus Wealth Management
New Jersey
$656K +$19.1K +648 +3%
TW
600
TrinityPoint Wealth
Connecticut
$649K +$6.84K +232 +1%