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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
601
Alpha Omega Wealth Management
Virginia
$908K -$75.7K -1,940 -7%
Capstone Investment Advisors
602
Capstone Investment Advisors
New York
$904K +$101K +2,594 +12%
JF
603
Jump Financial
Illinois
$883K -$458K -11,742 -32%
ETC
604
Exchange Traded Concepts
Oklahoma
$879K +$33K +846 +4%
TW
605
TrinityPoint Wealth
Connecticut
$878K +$7.96K +204 +0.8%
MAS
606
Meeder Advisory Services
Ohio
$874K -$77.4K -1,984 -8%
SFSG
607
Sound Financial Strategies Group
Mississippi
$873K +$947K +24,280 New
SRL
608
Scientech Research LLC
New Jersey
$867K -$375K -9,616 -29%
PA
609
Procyon Advisors
Connecticut
$867K +$15.5K +398 +2%
SCA
610
Sandy Cove Advisors
Massachusetts
$866K +$3.28K +84 +0.3%
SBH
611
Segall Bryant & Hamill
Illinois
$863K
CNBT
612
Canandaigua National Bank & Trust
New York
$860K
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$859K
JFG
614
Jefferies Financial Group
New York
$858K -$686K -17,576 -42%
MCM
615
MAI Capital Management
Ohio
$847K +$117K +2,988 +15%
FAN
616
Financial Advisors Network
California
$845K +$916K +23,492 New
BCM
617
Brown Capital Management
Maryland
$844K -$365K -9,356 -28%
FPAS
618
Focus Partners Advisor Solutions
Missouri
$842K +$634K +16,254 +227%
SCA
619
Snowden Capital Advisors
New York
$842K -$26.3K -674 -3%
CCM
620
Coldstream Capital Management
Washington
$841K -$65.3K -1,674 -7%
HWM
621
HB Wealth Management
Georgia
$840K +$11.1K +284 +1%
IAN
622
Integrated Advisors Network
Texas
$838K -$45.7K -1,172 -5%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$836K -$42.8K -1,096 -5%
SA
624
SRN Advisors
Pennsylvania
$836K -$101K -2,582 -10%
RC
625
Reik & Co
New York
$834K