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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
476
Brown Brothers Harriman & Co
New York
$325K -$8.69K -80 -3%
ZIM
477
Zacks Investment Management
Illinois
$324K -$452K -4,165 -61%
SPC
478
Sigma Planning Corp
Michigan
$323K +$42K +387 +17%
FWIA
479
Fort Washington Investment Advisors
Ohio
$318K -$5.97K -55 -2%
NP
480
NorthRock Partners
Minnesota
$316K -$16.8K -155 -6%
AG
481
Ascent Group
Virginia
$315K -$75.8K -698 -21%
AWA
482
Arkadios Wealth Advisors
Georgia
$315K +$286K +2,629 New
IPW
483
Impact Partnership Wealth
Georgia
$313K -$7.5K -69 -3%
FTDI
484
First Trust Direct Indexing
Massachusetts
$312K +$19.7K +181 +7%
FAM
485
Flaharty Asset Management
Florida
$312K
BPA
486
Beacon Pointe Advisors
California
$311K -$3.37K -31 -1%
PAG
487
Private Advisor Group
New Jersey
$309K +$13K +120 +5%
JIC
488
Johnson Investment Counsel
Ohio
$309K
PWM
489
Paulson Wealth Management
Illinois
$308K
AWP
490
Accretive Wealth Partners
New Jersey
$300K
SAM
491
Sawgrass Asset Management
Florida
$295K -$1.3K -12 -0.5%
PAS
492
Park Avenue Securities
New York
$295K +$20.4K +188 +8%
RCA
493
Resonant Capital Advisors
Wisconsin
$295K +$51.4K +473 +24%
IAA
494
Independent Advisor Alliance
North Carolina
$294K
CA
495
CoreCap Advisors
Michigan
$294K +$266K +2,452 New
LFG
496
Larson Financial Group
Missouri
$293K +$82.3K +758 +45%
PA
497
Profund Advisors
Maryland
$293K -$5.97K -55 -2%
TWM
498
Trueblood Wealth Management
Ohio
$291K
MPM
499
MBB Public Markets
Illinois
$291K -$735K -6,770 -74%
UPS
500
UHLMANN PRICE SECURITIES
Illinois
$288K +$261K +2,400 New