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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$351K +$30.4K +278 +11%
PWM
452
Paulson Wealth Management
Illinois
$348K +$41.9K +383 +16%
QC
453
Quent Capital
New York
$344K +$7.98K +73 +3%
SSWM
454
Smith Salley Wealth Management
North Carolina
$342K -$164K -1,500 -36%
BFG
455
Bleakley Financial Group
New Jersey
$342K +$295K +2,696 New
SS
456
Simplicity Solutions
Minnesota
$342K +$295K +2,696 New
BBHC
457
Brown Brothers Harriman & Co
New York
$341K
O
458
Ossiam
France
$340K -$11.3K -103 -4%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$339K -$276K -2,521 -49%
ETC
460
Exchange Traded Concepts
Oklahoma
$334K +$288K +2,631 New
BJL
461
Brighton Jones LLC
Washington
$332K +$23.7K +217 +9%
BCI
462
Brinker Capital Investments
Pennsylvania
$329K +$37.1K +339 +15%
OPS
463
Orion Portfolio Solutions
Nebraska
$329K +$37.1K +339 +15%
PFS
464
Prospera Financial Services
Texas
$323K -$7.87K -72 -3%
PWS
465
Precision Wealth Strategies
Missouri
$318K +$274K +2,505 New
FAM
466
Flaharty Asset Management
Florida
$314K
IAA
467
Independent Advisor Alliance
North Carolina
$310K
NRD
468
Nebula Research & Development
New York
$297K -$161K -1,473 -39%
VI
469
Vestcor Inc
New Brunswick, Canada
$291K +$251K +2,296 New
IFG
470
Independent Financial Group
California
$290K -$94.7K -866 -27%
TCA
471
Transcend Capital Advisors
New Jersey
$289K -$10.9K -100 -4%
BTI
472
Blue Trust Inc
Georgia
$287K +$184K +1,682 +173%
BWM
473
Baron Wealth Management
Michigan
$285K
Empower Advisory Group
474
Empower Advisory Group
Colorado
$283K +$244K +2,230 New
SFA
475
Sequoia Financial Advisors
Ohio
$279K +$240K +2,197 New