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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
676
Pallas Capital Advisors
Massachusetts
$452K +$495K +1,305 New
SC
677
Scotia Capital
Ontario, Canada
$450K -$1.17M -3,100 -71%
DWA
678
Delap Wealth Advisory
Oregon
$450K +$492K +1,297 New
CFGS
679
Concourse Financial Group Securities
Alabama
$448K +$327K +863 +202%
BCM
680
Brookstone Capital Management
Illinois
$448K +$489K +1,291 New
CGL
681
Clarius Group LLC
Washington
$446K -$61.4K -162 -11%
CCA
682
Checchi Capital Advisers
California
$440K -$81.9K -216 -15%
IBOK
683
Independence Bank of Kentucky
Kentucky
$437K +$231K +609 +94%
TFA
684
Teamwork Financial Advisors
Texas
$433K -$224K -591 -32%
CAM
685
Cidel Asset Management
Ontario, Canada
$429K +$46.6K +123 +11%
CFG
686
Cooper Financial Group
California
$429K -$416K -1,097 -47%
BC
687
Bridgefront Capital
Texas
$428K -$772K -2,038 -62%
WDG
688
Wealth Dimensions Group
Ohio
$427K +$107K +282 +30%
IAA
689
Independent Advisor Alliance
North Carolina
$427K -$56.1K -148 -11%
SPC
690
Sigma Planning Corp
Michigan
$427K +$36.8K +97 +9%
OAM
691
Oxford Asset Management
United Kingdom
$427K +$300K +792 +180%
ATC
692
Argent Trust Co
Tennessee
$425K -$1.21M -3,198 -72%
AA
693
Auxano Advisors
Washington
$424K +$16.3K +43 +4%
ESBC
694
E.S. Barr & Co
Kentucky
$418K
JAG
695
Journey Advisory Group
Kentucky
$414K -$136K -360 -23%
EAM
696
Erste Asset Management
Austria
$411K +$29.9K +79 +7%
HI
697
Humankind Investments
New York
$410K +$146K +384 +48%
EGA
698
E&G Advisors
Texas
$409K -$6.06K -16 -1%
SC
699
Syon Capital
California
$408K +$7.58K +20 +2%
FFM
700
Forum Financial Management
Illinois
$405K -$40.2K -106 -8%