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Name Holding Trade Value Shares
Change
Change in
Stake
CICI
626
Capital Investment Counsel Inc
North Carolina
$952K
BFG
627
Bleakley Financial Group
New Jersey
$948K +$68.9K +1,053 +7%
SCP
628
Stamos Capital Partners
California
$948K +$361K +5,524 +57%
MAS
629
Meeder Advisory Services
Ohio
$944K -$294K -4,495 -23%
MIG
630
Mariner Investment Group
New York
$937K +$327K +5,000 +50%
LFAS
631
Level Four Advisory Services
Texas
$931K -$70K -1,071 -7%
IWC
632
Integrated Wealth Concepts
Massachusetts
$924K +$232K +3,545 +32%
BPA
633
Beacon Pointe Advisors
California
$922K +$243K +3,709 +34%
KCM
634
Kathmere Capital Management
Pennsylvania
$917K -$7K -107 -0.7%
DO
635
denkapparat Operations
Germany
$916K
SF
636
Summit Financial
New Jersey
$913K +$72.5K +1,108 +8%
PNC
637
Park National Corp
Ohio
$912K +$221K +3,377 +30%
CWS
638
Confluence Wealth Services
Pennsylvania
$893K
LJAC
639
L.J. Altfest & Co
New York
$892K +$934K +14,281 New
HCM
640
Hollencrest Capital Management
California
$887K
SFI
641
Siemens Fonds Invest
Germany
$881K +$342K +5,235 +59%
NS
642
NBC Securities
Alabama
$865K -$10.7K -164 -1%
FRA
643
Frank Rimerman Advisors
California
$864K +$383K +5,855 +73%
ACM
644
Aurdan Capital Management
Pennsylvania
$850K
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$845K +$45.6K +697 +5%
Envestnet Portfolio Solutions
646
Envestnet Portfolio Solutions
Illinois
$845K +$61.7K +944 +8%
SFA
647
Souders Financial Advisors
Ohio
$842K +$3.14K +48 +0.4%
RWP
648
RWA Wealth Partners
Massachusetts
$833K -$191K -2,914 -18%
JE
649
Jacobs Equity
Utah
$832K +$871K +13,321 New
AB
650
Atlas Brown
Kentucky
$830K +$16K +244 +2%