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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Congress Wealth Management
Massachusetts
$648K +$614K +16,770 New
MFIM
352
Mesirow Financial Investment Management
Illinois
$647K -$611K -16,692 -50%
DC
353
Davenport & Co
Virginia
$645K -$24.5K -668 -4%
PFS
354
Prospera Financial Services
Texas
$639K +$53.6K +1,464 +10%
CA
355
Clearstead Advisors
Ohio
$632K -$33K -901 -5%
IAA
356
Independent Advisor Alliance
North Carolina
$629K -$29.7K -810 -5%
Envestnet Portfolio Solutions
357
Envestnet Portfolio Solutions
Illinois
$622K -$1.06M -28,957 -64%
IPAM
358
Investment Partners Asset Management
New Jersey
$622K -$27.2K -744 -4%
GWMR
359
GC Wealth Management RIA
Massachusetts
$621K +$74.3K +2,029 +14%
BCM
360
Bayesian Capital Management
New York
$614K +$65.9K +1,800 +13%
FT
361
Fiduciary Trust
Massachusetts
$613K +$44.1K +1,204 +8%
KWM
362
Kingsview Wealth Management
Oregon
$590K +$9.92K +271 +2%
AAS
363
Ameritas Advisory Services
Nebraska
$581K -$656K -17,908 -51%
CI
364
Corient IA
Florida
$581K +$549K +15,000 New
EAM
365
Everstar Asset Management
North Carolina
$578K +$254K +6,950 +87%
MMG
366
Monetary Management Group
Missouri
$578K
TRCT
367
Tower Research Capital (TRC)
New York
$574K +$521K +14,241 +2,430%
WIA
368
World Investment Advisors
California
$574K +$186K +5,094 +52%
AHL
369
Abel Hall LLC
Louisiana
$563K +$64.5K +1,763 +14%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$563K -$15.5K -423 -3%
SWP
371
Stratos Wealth Partners
Ohio
$562K -$55.1K -1,504 -9%
MCC
372
Money Concepts Capital
Florida
$561K +$15.6K +425 +3%
WPC
373
Waters Parkerson & Co
Louisiana
$560K -$62K -1,694 -10%
KCM
374
Kendall Capital Management
Maryland
$558K +$527K +14,396 New
ONSWM
375
Old North State Wealth Management
North Carolina
$556K +$157K +4,281 +43%