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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
476
Essex Financial Services
Connecticut
$324K +$5.08K +100 +2%
APP
477
Avantax Planning Partners
Iowa
$323K +$23K +452 +8%
CT
478
Coastline Trust
Rhode Island
$323K +$37.2K +732 +13%
EWF
479
Epstein & White Financial
California
$322K -$209K -4,111 -39%
NFG
480
Next Financial Group
Texas
$321K -$38K -747 -10%
PP
481
PagnatoKarp Partners
Virginia
$320K -$286K -5,625 -47%
PP
482
Palladium Partners
Virginia
$320K -$4.62K -91 -1%
FWCM
483
Ferguson Wellman Capital Management
Oregon
$317K – – –
Manulife (Manufacturers Life Insurance)
484
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315K -$276K -5,433 -46%
DAS
485
Dynamic Advisor Solutions
Arizona
$312K -$5.79K -114 -2%
PWPS
486
Pinnacle Wealth Planning Services
Ohio
$309K -$508 -10 -0.2%
LA
487
LexAurum Advisors
Kansas
$304K -$17.1K -336 -5%
CPA
488
Court Place Advisors
Maryland
$304K -$14K -276 -4%
CBTWT
489
Community Bank & Trust (Waco, Texas)
Texas
$301K – – –
CFA
490
Carroll Financial Associates
North Carolina
$301K +$711 +14 +0.2%
AIM
491
Anchor Investment Management
South Carolina
$299K -$362K -7,120 -54%
WAM
492
Wealthspire Advisors (Maryland)
Maryland
$294K -$15.9K -312 -5%
NA
493
Neuburgh Advisers
California
$294K – – –
SAM
494
Sectoral Asset Management
Quebec, Canada
$293K +$297K +5,840 New
RM
495
Resource Management
Louisiana
$291K -$1.02K -20 -0.3%
BFO
496
Boston Family Office
Massachusetts
$287K – – –
CF
497
Centaurus Financial
California
$285K -$288K -5,677 -50%
CAN
498
Claraphi Advisory Network
United States
$285K -$167K -3,290 -37%
Mariner
499
Mariner
Kansas
$284K -$7.37K -145 -3%
NA
500
NewEdge Advisors
Louisiana
$284K +$287K +5,649 New