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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
326
Werba Rubin Papier Wealth Management
California
$290K -$103 -4 -0%
MC
327
Moors & Cabot
Massachusetts
$289K +$12.7K +494 +5%
CIM
328
Contravisory Investment Management
Massachusetts
$288K +$265K +10,285 New
OFG
329
Oxford Financial Group
Indiana
$288K +$7.27K +282 +3%
LSWM
330
Lorne Steinberg Wealth Management
Canada
$287K
LCGC
331
Legacy Capital Group California
California
$285K +$263K +10,188 New
NAM
332
NTV Asset Management
West Virginia
$283K
OC
333
Oppenheimer & Co
New York
$280K +$37.4K +1,450 +17%
DE
334
Diversified Enterprises
Delaware
$278K +$256K +9,931 New
PMWMG
335
Parr McKnight Wealth Management Group
Minnesota
$270K -$1.19K -46 -0.5%
BA
336
Bridgewater Advisors
New York
$268K -$3.33K -129 -1%
IWM
337
IHT Wealth Management
Illinois
$268K -$17.4K -674 -7%
IAA
338
Independent Advisor Alliance
North Carolina
$267K +$246K +9,545 New
Vontobel Holding
339
Vontobel Holding
Switzerland
$264K
IA
340
Invested Advisors
Pennsylvania
$259K +$239K +9,260 New
SMA
341
Sage Mountain Advisors
Georgia
$255K -$8.35K -324 -3%
AWA
342
Argos Wealth Advisors
California
$254K +$234K +9,057 New
AF
343
Allworth Financial
California
$251K +$58.1K +2,255 +34%
HAG
344
HighPoint Advisor Group
Illinois
$250K +$1.21K +47 +0.5%
SC
345
Scotia Capital
Ontario, Canada
$249K -$95.1K -3,689 -29%
William Blair & Company
346
William Blair & Company
Illinois
$248K +$228K +8,859 New
UBS AM
347
UBS AM
Illinois
$246K +$226K +8,778 New
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$245K +$9.31K +361 +4%
PPC
349
Park Place Capital
Alabama
$245K +$3.48K +135 +2%
KBFS
350
Kohmann Bosshard Financial Services
Ohio
$244K