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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
$667K +$12.1K +311 +2%
NAS
377
Nicolet Advisory Services
Wisconsin
$660K +$2.73K +70 +0.5%
KPWS
378
Kestra Private Wealth Services
Texas
$659K -$107K -2,740 -15%
PA
379
Profund Advisors
Maryland
$655K -$146K -3,726 -20%
WSFS
380
Wilmington Savings Fund Society
Delaware
$649K -$108K -2,771 -16%
JIC
381
Johnson Investment Counsel
Ohio
$647K -$28.4K -728 -5%
MMG
382
Monetary Management Group
Missouri
$644K
HAG
383
HighPoint Advisor Group
Illinois
$643K +$16.2K +415 +3%
IWM
384
IHT Wealth Management
Illinois
$640K +$3.36K +86 +0.6%
HWM
385
HB Wealth Management
Georgia
$634K +$93.6K +2,397 +20%
AHL
386
Abel Hall LLC
Louisiana
$619K -$19.4K -497 -3%
AAS
387
Ameritas Advisory Services
Nebraska
$618K +$279K +7,143 +99%
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$618K +$148K +3,777 +36%
CFG
389
Carr Financial Group
Massachusetts
$612K +$6.09K +156 +1%
MCC
390
Money Concepts Capital
Florida
$611K -$37.3K -954 -6%
IPAM
391
Investment Partners Asset Management
New Jersey
$610K +$13.1K +335 +2%
VFA
392
Valeo Financial Advisors
Indiana
$608K +$39K +999 +8%
UWS
393
Unique Wealth Strategies
Illinois
$607K +$26.1K +668 +5%
RIL
394
Rothschild Investment LLC
Illinois
$604K +$44.3K +1,134 +9%
Bessemer Group
395
Bessemer Group
New Jersey
$604K +$28.5K +730 +6%
EFMC
396
Empire Financial Management Company
New York
$603K
LCM
397
Lazari Capital Management
California
$600K -$161K -4,120 -23%
WA
398
Waverly Advisors
Alabama
$591K +$21.9K +561 +4%
YIM
399
Yoffe Investment Management
Pennsylvania
$589K
JCM
400
J2 Capital Management
Michigan
$588K -$6.09K -156 -1%