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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
651
Concourse Financial Group Securities
Alabama
$196K +$20.5K +728 +12%
PCIG
652
Partners Capital Investment Group
Massachusetts
$194K -$770K -27,389 -81%
FMLI
653
Fukoku Mutual Life Insurance
Japan
$180K
EWA
654
Evolution Wealth Advisors
Florida
$174K +$39.3K +1,400 +31%
MUS
655
Mitsubishi UFJ Securities
Japan
$173K -$133K -4,720 -45%
PCIA
656
Prime Capital Investment Advisors
Kansas
$173K +$88.1K +3,134 +116%
TFS
657
TrustCore Financial Services
Tennessee
$166K
PCG
658
Private Capital Group
Connecticut
$165K -$2.7K -96 -2%
SC
659
Steph & Co
Wisconsin
$164K
PK
660
Pflug Koory
Nebraska
$148K
FWM
661
Focused Wealth Management
New York
$142K +$2.81K +100 +2%
IA
662
IFP Advisors
Florida
$142K +$11.9K +425 +10%
PA
663
Parallel Advisors
California
$140K -$37.8K -1,345 -22%
Bank Julius Baer & Co
664
Bank Julius Baer & Co
Switzerland
$137K +$8.79K +313 +7%
S
665
SignatureFD
Georgia
$132K +$11.5K +409 +10%
PFWA
666
Paces Ferry Wealth Advisors
Georgia
$132K +$125K +4,451 New
APA
667
American Portfolios Advisors
New York
$132K +$843 +30 +0.7%
FMT
668
First Mercantile Trust
Tennessee
$131K -$14.4K -513 -13%
T
669
TOBAM
France
$127K +$121K +4,297 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
670
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$126K +$120K +4,264 New
FFA
671
Founders Financial Alliance
North Carolina
$125K +$119K +4,235 New
NFG
672
Next Financial Group
Texas
$119K +$113K +4,011 New
FCH
673
Freestone Capital Holdings
Washington
$115K +$109K +3,873 New
CIA
674
CSat Investment Advisory
Michigan
$111K -$421K -14,995 -80%
CFN
675
Cordasco Financial Network
Florida
$104K -$56.2K -2,000 -36%