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Name Holding Trade Value Shares
Change
Change in
Stake
LA
526
LVW Advisors
New York
$299K +$78.2K +1,520 +37%
EFS
527
Essex Financial Services
Connecticut
$297K -$1.44K -28 -0.5%
WEC
528
Winslow Evans & Crocker
Massachusetts
$296K -$154 -3 -0.1%
IP
529
Investment Partners
Ohio
$296K +$2.98K +58 +1%
WI
530
Wintrust Investments
Illinois
$295K +$21.5K +417 +8%
RG
531
Rathbones Group
United Kingdom
$293K – – –
BDF
532
Balasa Dinverno & Foltz
$293K +$3.14K +61 +1%
CG
533
Colony Group
Massachusetts
$291K -$66K -1,283 -19%
HIMCH
534
Hartford Investment Management Co (HIMCO)
Connecticut
$288K – – –
BAM
535
Belpointe Asset Management
Nevada
$286K -$2.98K -58 -1%
NA
536
NewEdge Advisors
Louisiana
$286K +$37.7K +732 +16%
CAMG
537
CWA Asset Management Group
Florida
$285K -$566 -11 -0.2%
AWM
538
AllSquare Wealth Management
New York
$285K – – –
FCBT
539
First Citizens Bank & Trust
North Carolina
$285K +$275K +5,347 New
CIC
540
Carnegie Investment Counsel
Ohio
$284K -$112K -2,186 -29%
PFS
541
Prospera Financial Services
Texas
$284K +$14.1K +274 +5%
MOS
542
MGO One Seven
Ohio
$284K +$18.7K +364 +7%
BC
543
Burney Company
Virginia
$280K -$9.98K -194 -4%
DAS
544
Dynamic Advisor Solutions
Arizona
$279K -$31K -602 -10%
ACM
545
Allred Capital Management
Texas
$278K -$44.3K -861 -14%
CSS
546
Cubist Systematic Strategies
Connecticut
$277K -$1.58M -30,743 -86%
ACM
547
Ategra Capital Management
Virginia
$277K -$31.8K -618 -11%
CWM
548
Cornerstone Wealth Management
Missouri
$276K -$47.6K -926 -15%
CBFP
549
Cedar Brook Financial Partners
Ohio
$275K -$3.45K -67 -1%
KLCM
550
KG&L Capital Management
Louisiana
$275K +$51.6K +1,004 +24%