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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Tributary Capital Management
Nebraska
$320K -$127K -6,300 -30%
GWM
502
Geneos Wealth Management
Colorado
$319K -$1.05K -52 -0.4%
IWC
503
Integrated Wealth Concepts
Massachusetts
$317K +$296K +14,665 New
OC
504
Oppenheimer & Co
New York
$316K +$17.9K +888 +6%
XWM
505
Xcel Wealth Management
Florida
$313K – – –
VI
506
Vestcor Inc
New Brunswick, Canada
$310K -$38.4K -1,900 -12%
MIAN
507
Mariner Independent Advisor Network
Kansas
$308K – – –
PPW
508
Parcion Private Wealth
Washington
$299K – – –
MYLI
509
Meiji Yasuda Life Insurance
Japan
$295K -$156K -7,700 -36%
MIP
510
Marietta Investment Partners
Wisconsin
$290K – – –
AIP
511
Ameritas Investment Partners
Nebraska
$287K – – –
FF
512
FourThought Financial
Florida
$278K – – –
OWA
513
Octavia Wealth Advisors
Ohio
$278K +$260K +12,869 New
FCFC
514
First Citizens Financial Corp
Iowa
$276K – – –
CAC
515
Cowen and Company
New York
$275K +$45.4K +2,247 +21%
CCP
516
Corient Capital Partners
California
$271K -$40.3K -1,994 -14%
WS
517
Wedbush Securities
California
$271K +$253K +12,529 New
SCC
518
Second Curve Capital
Pennsylvania
$270K +$253K +12,500 New
B
519
Bailard
California
$269K – – –
EF
520
Empirical Finance
Pennsylvania
$268K +$13.6K +672 +6%
BBA
521
BLB&B Advisors
Pennsylvania
$268K +$250K +12,381 New
LSAG
522
Lake Street Advisors Group
New Hampshire
$268K +$250K +12,387 New
CIBC World Market
523
CIBC World Market
Ontario, Canada
$264K -$451K -22,335 -65%
FMT
524
First Mercantile Trust
Tennessee
$256K -$26.2K -1,294 -10%
NW
525
NewEdge Wealth
Pennsylvania
$255K +$238K +11,774 New