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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$249K -$59.3K -5,355 -19%
ICA
427
Infrastructure Capital Advisors
New York
$246K -$310K -27,957 -73%
NC
428
NinePointTwo Capital
California
$244K +$251K +22,689 New
FAIM
429
Financial Advocates Investment Management
Washington
$243K +$36.2K +3,272 +17%
LA
430
Lynch & Associates
Indiana
$243K -$22.1K -2,000 -8%
PA
431
Profund Advisors
Maryland
$242K -$32.9K -2,970 -12%
MAS
432
Meeder Advisory Services
Ohio
$233K -$152K -13,683 -39%
IWC
433
Integrated Wealth Concepts
Massachusetts
$232K -$29.8K -2,695 -11%
KA
434
Kintegral Advisory
New York
$228K -$144 -13 -0.1%
HI
435
Harbour Investments
Wisconsin
$228K +$177K +15,958 +306%
IAA
436
Independent Advisor Alliance
North Carolina
$223K +$19.3K +1,741 +9%
GG
437
Golden Green
South Carolina
$222K -$4.81K -434 -2%
FT
438
Fiduciary Trust
Massachusetts
$221K -$18.9K -1,705 -8%
FB
439
Fulton Bank
Pennsylvania
$221K -$582K -52,559 -72%
JIC
440
Johnson Investment Counsel
Ohio
$215K -$3.78K -341 -2%
CCB
441
Cutter & Co Brokerage
Missouri
$215K +$221K +19,969 New
CSC
442
Caldwell Sutter Capital
California
$212K +$17.8K +1,603 +9%
EA
443
Eudaimonia Advisors
Tennessee
$210K +$32.3K +2,921 +18%
SP
444
Saranac Partners
$209K – – –
SWM
445
Shakespeare Wealth Management
Wisconsin
$209K – – –
Impax Asset Management Group
446
Impax Asset Management Group
United Kingdom
$207K +$11.7K +1,057 +6%
LIP
447
Lighthouse Investment Partners
Florida
$205K -$82.4K -7,445 -28%
FFM
448
Forum Financial Management
Illinois
$203K -$3.32K -300 -2%
EI
449
Ellevest Inc
New York
$201K -$99.7K -8,999 -32%
BFG
450
Bouchey Financial Group
New York
$201K -$133 -12 -0.1%