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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$3.73M -$7.65M -164,102 -68%
AMG
177
Advisors Management Group
Wisconsin
$3.63M -$673K -14,434 -16%
DADC
178
D.A. Davidson & Co
Montana
$3.6M +$23K +494 +0.7%
OAM
179
Oppenheimer Asset Management
New York
$3.59M -$3.39M -72,592 -50%
LM
180
Lincluden Management
Ontario, Canada
$3.53M +$1.84M +39,397 +64%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$3.53M -$308K -6,605 -8%
AAM
182
Advisors Asset Management
Colorado
$3.5M -$398K -8,533 -11%
TPCW
183
TD Private Client Wealth
New York
$3.47M -$765K -16,404 -19%
WA
184
WealthTrust Axiom
Pennsylvania
$3.41M +$4.85K +104 +0.1%
EH
185
Equitable Holdings
New York
$3.4M -$175K -3,749 -5%
OPA
186
Old Port Advisors
Maine
$3.35M +$37.9K +812 +1%
CCM
187
Cinctive Capital Management
New York
$3.33M +$3.16M +67,804 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$3.32M +$202K +4,334 +7%
BHWM
189
Bar Harbor Wealth Management
New Hampshire
$3.29M
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$3.29M +$845K +18,127 +37%
NL
191
NKCFO LLC
Illinois
$3.28M +$3.12M +66,800 New
Amundi
192
Amundi
France
$3.21M +$3.05M +65,478 New
MA
193
MONECO Advisors
Connecticut
$3.2M +$2.56M +54,913 +532%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$3.16M -$314K -6,735 -9%
CCMINC
195
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.05M +$11.7K +251 +0.4%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$3.01M -$1.54K -33 -0.1%
AIA
197
AIMZ Investment Advisors
California
$2.98M -$18.5K -397 -0.6%
SB
198
Simmons Bank
Arkansas
$2.97M +$7.51K +161 +0.3%
DS
199
DRW Securities
Illinois
$2.92M +$2.18M +46,718 +364%
RWM
200
Ritholtz Wealth Management
New York
$2.87M +$602K +12,905 +28%