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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
151
Raymond James Trust
Florida
$398K -$54.2K -6,507 -12%
AGC
152
Aspen Grove Capital
Colorado
$373K +$66K +7,928 +22%
AAM
153
Auxier Asset Management
Oregon
$373K -$1.67K -200 -0.4%
IAS
154
Insigneo Advisory Services
Florida
$368K +$366K +43,974 New
ISL
155
Ingalls & Snyder LLC
New York
$366K +$208 +25 +0.1%
NHC
156
Nicholas Hoffman & Company
Georgia
$366K -$1.9K -228 -0.5%
GFS
157
GYL Financial Synergies
Connecticut
$363K -$4.24K -509 -1%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$357K +$357K +42,856 New
Squarepoint
159
Squarepoint
New York
$357K +$357K +42,824 New
AWM
160
AE Wealth Management
Kansas
$349K +$283 +34 +0.1%
TNB
161
Thomasville National Bank
Georgia
$345K -$6.34K -761 -2%
CWM
162
Cornerstone Wealth Management
Missouri
$339K +$195K +23,404 +135%
QCG
163
Quadrant Capital Group
Ohio
$338K +$77.3K +9,279 +30%
IWC
164
Integrated Wealth Concepts
Massachusetts
$338K +$12.5K +1,506 +4%
CCMINC
165
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$5.74K +689 +2%
GWM
166
Greenwich Wealth Management
Connecticut
$336K
HTC
167
Haverford Trust Company
Pennsylvania
$332K -$14.9K -1,784 -4%
LIP
168
Liontrust Investment Partners
United Kingdom
$331K -$3.64M -437,675 -92%
DADC
169
D.A. Davidson & Co
Montana
$330K -$40.1K -4,821 -11%
Capstone Investment Advisors
170
Capstone Investment Advisors
New York
$316K +$170K +20,448 +117%
TPCW
171
TD Private Client Wealth
New York
$308K +$57.6K +6,915 +23%
Cerity Partners
172
Cerity Partners
New York
$307K -$617K -74,082 -67%
CCC
173
Chelsea Counsel Company
California
$307K
Brown Advisory
174
Brown Advisory
Maryland
$303K +$26.9K +3,233 +10%
LSAG
175
Lake Street Advisors Group
New Hampshire
$293K +$66.5K +7,986 +29%