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Name Holding Trade Value Shares
Change
Change in
Stake
CD
651
Chapin Davis
Maryland
$289K
NS
652
NBC Securities
Alabama
$287K
KF
653
Krilogy Financial
Missouri
$286K -$31.1K -164 -10%
MAS
654
Meeder Advisory Services
Ohio
$286K +$34.1K +180 +13%
BM
655
Berman McAleer
Maryland
$284K -$5.3K -28 -2%
SAW
656
Signal Advisors Wealth
Michigan
$283K +$55.3K +292 +23%
VSQM
657
V-Square Quantitative Management
Illinois
$282K +$296K +1,562 New
GA
658
Goldstein Advisors
Wisconsin
$277K
EWA
659
EverSource Wealth Advisors
Alabama
$277K -$14.4K -76 -5%
IFS
660
Ifrah Financial Services
Arkansas
$273K -$4.55K -24 -2%
WA
661
Wealth Alliance
New York
$272K -$1.52K -8 -0.5%
CI
662
Corient IA
Florida
$271K
NW
663
NewEdge Wealth
Pennsylvania
$270K +$284K +1,499 New
FFC
664
Frederick Financial Consultants
Maryland
$269K +$1.33K +7 +0.5%
CAM
665
Claret Asset Management
Quebec, Canada
$265K -$568 -3 -0.2%
LAM
666
Lewis Asset Management
California
$263K -$23.7K -125 -8%
BAMG
667
Brand Asset Management Group
Missouri
$261K +$24.6K +130 +10%
PWM
668
Perigon Wealth Management
California
$259K +$3.6K +19 +1%
FSA
669
Financial Security Advisor
Virginia
$259K +$5.3K +28 +2%
PPWM
670
PFG Private Wealth Management
Florida
$257K +$270K +1,423 New
GS
671
GTS Securities
Florida
$256K +$269K +1,419 New
FNA
672
First National Advisers
Nebraska
$255K
DADC
673
D.A. Davidson & Co
Montana
$253K +$2.27K +12 +0.9%
CIAS
674
Capital Investment Advisory Services
North Carolina
$253K -$3.6K -19 -1%
TIAA Trust, National Association
675
TIAA Trust, National Association
North Carolina
$252K +$22.7K +120 +9%