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Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Bartlett & Co
Ohio
$535K +$15.6K +423 +3%
Assenagon Asset Management
602
Assenagon Asset Management
Luxembourg
$534K -$63.7K -1,725 -11%
PA
603
Parallel Advisors
California
$533K -$46.9K -1,271 -8%
WWM
604
Western Wealth Management
Colorado
$531K +$256K +6,934 +90%
MIC
605
Meridian Investment Counsel
California
$526K
QIM
606
Quantitative Investment Management
Virginia
$526K +$535K +14,499 New
TW
607
Transform Wealth
Colorado
$518K -$88.6K -2,400 -14%
CG
608
Colony Group
Massachusetts
$516K +$525K +14,209 New
MIAN
609
Mariner Independent Advisor Network
Kansas
$516K +$533K +14,439 New
BDFN
610
Bond & Devick Financial Network
Minnesota
$515K -$33.2K -900 -6%
CFGS
611
Concourse Financial Group Securities
Alabama
$514K +$23.4K +635 +5%
CA
612
Cornerstone Advisors
North Carolina
$508K
CCA
613
Checchi Capital Advisers
California
$508K +$7.87K +213 +2%
LNC
614
Lincoln National Corp
Pennsylvania
$507K +$22.3K +605 +5%
BWM
615
BlackDiamond Wealth Management
New York
$506K -$73.9K -2,002 -13%
BO
616
BRR OpCo
Ohio
$502K -$10K -272 -2%
AIP
617
Ameritas Investment Partners
Nebraska
$501K -$47.9K -1,297 -9%
CIA
618
Capital Investment Advisors
Georgia
$497K +$2.4K +65 +0.5%
SSW
619
Smith Shellnut Wilson
Mississippi
$495K -$9.9K -268 -2%
LFG
620
Larson Financial Group
Missouri
$495K -$9.01K -244 -2%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$495K +$202K +5,468 +67%
DA
622
Denali Advisors
California
$494K -$277K -7,500 -36%
OC
623
Oppenheimer & Co
New York
$493K -$75.3K -2,038 -13%
EI
624
Ellevest Inc
New York
$493K +$47.5K +1,286 +10%
AT
625
American Trust
Kentucky
$491K +$120K +3,247 +32%