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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
501
Xcel Wealth Management
Florida
$313K
VI
502
Vestcor Inc
New Brunswick, Canada
$310K -$38.4K -1,900 -12%
MIAN
503
Mariner Independent Advisor Network
Kansas
$308K
PPW
504
Parcion Private Wealth
Washington
$299K
MYLI
505
Meiji Yasuda Life Insurance
Japan
$295K -$156K -7,700 -36%
MIP
506
Marietta Investment Partners
Wisconsin
$290K
AIP
507
Ameritas Investment Partners
Nebraska
$287K
FF
508
FourThought Financial
Florida
$278K
OWA
509
Octavia Wealth Advisors
Ohio
$278K +$260K +12,869 New
FCFC
510
First Citizens Financial Corp
Iowa
$276K
CAC
511
Cowen and Company
New York
$275K +$45.4K +2,247 +21%
CCP
512
Corient Capital Partners
California
$271K -$40.3K -1,994 -14%
WS
513
Wedbush Securities
California
$271K +$253K +12,529 New
SCC
514
Second Curve Capital
Pennsylvania
$270K +$253K +12,500 New
B
515
Bailard
California
$269K
EF
516
Empirical Finance
Pennsylvania
$268K +$13.6K +672 +6%
BBA
517
BLB&B Advisors
Pennsylvania
$268K +$250K +12,381 New
LSAG
518
Lake Street Advisors Group
New Hampshire
$268K +$250K +12,387 New
CIBC World Market
519
CIBC World Market
Ontario, Canada
$264K -$451K -22,335 -65%
FMT
520
First Mercantile Trust
Tennessee
$256K -$26.2K -1,294 -10%
NW
521
NewEdge Wealth
Pennsylvania
$255K +$238K +11,774 New
AWA
522
Arete Wealth Advisors
Illinois
$254K +$238K +11,771 New
ACA
523
Atlas Capital Advisors
Wyoming
$252K -$233K -11,504 -50%
WA
524
Winfield Associates
Ohio
$248K -$50.5K -2,500 -18%
HSA
525
HBK Sorce Advisory
Pennsylvania
$248K +$232K +11,473 New