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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Strategy Asset Managers
California
$700K +$717K +3,027 New
MGP
552
Metis Global Partners
California
$698K +$319K +1,349 +81%
NL
553
NVWM LLC
Pennsylvania
$696K -$4.5K -19 -0.6%
DFG
554
Demars Financial Group
Washington
$695K +$38.6K +163 +6%
CP
555
Cumberland Partners
Ontario, Canada
$694K +$710K +3,000 New
SCI
556
S&CO Inc
Massachusetts
$693K
C1AG
557
Client 1st Advisory Group
Florida
$690K +$251K +1,060 +55%
PAS
558
Park Avenue Securities
New York
$677K -$60.4K -255 -8%
V
559
Veritable
Delaware
$656K +$27.5K +116 +4%
PMG
560
ProVise Management Group
Florida
$655K -$251K -1,060 -27%
LWM
561
Lyell Wealth Management
California
$648K +$48.5K +205 +8%
WF
562
Welch & Forbes
Massachusetts
$647K
CAC
563
Cowen and Company
New York
$645K +$216K +912 +49%
MC
564
Maverick Capital
Texas
$636K +$651K +2,749 New
IWC
565
Integrated Wealth Concepts
Massachusetts
$635K +$4.74K +20 +0.7%
Lido Advisors
566
Lido Advisors
California
$627K +$232K +979 +56%
GCC
567
Guardian Capital (Canada)
Ontario, Canada
$623K +$27K +114 +4%
FA
568
FDx Advisors
Illinois
$612K -$885K -3,736 -59%
MCA
569
Magnolia Capital Advisors
Mississippi
$610K -$39.8K -168 -6%
SIC
570
Salem Investment Counselors
North Carolina
$603K +$3.55K +15 +0.6%
SCF
571
Sante Capital Fund
Texas
$602K +$616K +2,602 New
MAM
572
Meeder Asset Management
Ohio
$599K +$614K +2,591 New
VCM
573
Virtue Capital Management
Tennessee
$594K +$947 +4 +0.2%
CCM
574
Coldstream Capital Management
Washington
$584K +$145K +614 +32%
RC
575
RegentAtlantic Capital
New Jersey
$582K +$55.9K +236 +10%