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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$402K -$97K -1,570 -19%
OIA
502
OneDigital Investment Advisors
Kansas
$401K -$201K -3,258 -33%
DWA
503
Douglass Winthrop Advisors
New York
$399K – – –
DCM
504
DGS Capital Management
New Jersey
$394K +$56.6K +916 +16%
MC
505
Moors & Cabot
Massachusetts
$390K -$3.03K -49 -0.8%
CFG
506
Copley Financial Group
California
$388K +$397K +6,423 New
PCA
507
Pallas Capital Advisors
Massachusetts
$387K +$33.2K +537 +9%
SI
508
Sapience Investments
California
$381K -$105K -1,700 -21%
IIC
509
Integrated Investment Consultants
Michigan
$379K – – –
Rafferty Asset Management
510
Rafferty Asset Management
New York
$375K -$16.7K -271 -4%
OAG
511
Oakmont Advisory Group
New Mexico
$372K +$380K +6,153 New
Nomura Holdings
512
Nomura Holdings
Japan
$370K +$378K +6,126 New
HSA
513
HBK Sorce Advisory
Pennsylvania
$369K +$2.53K +41 +0.7%
KAS
514
Kestra Advisory Services
Texas
$361K -$10.1K -164 -3%
CM
515
Castleark Management
Illinois
$345K +$185K +3,000 +111%
NWAG
516
Net Worth Advisory Group
Utah
$344K -$1.05K -17 -0.3%
BWM
517
BAM Wealth Management
Colorado
$343K -$23.6K -382 -6%
DC
518
Davenport & Co
Virginia
$343K +$54.1K +875 +18%
BBL
519
Beck Bode LLC
Massachusetts
$343K +$351K +5,678 New
NW
520
NewEdge Wealth
Pennsylvania
$342K -$121K -1,954 -26%
JTF
521
J. Team Financial
Texas
$341K – – –
SWP
522
Stratos Wealth Partners
Ohio
$338K -$2.78K -45 -0.8%
LTAS
523
Linden Thomas Advisory Services
North Carolina
$338K -$4.45K -72 -1%
AU
524
AlphaGrep UK
$336K +$343K +5,559 New
AFG
525
Allegheny Financial Group
Pennsylvania
$333K -$124K -2,008 -27%