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Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Claro Advisors
Massachusetts
$984K +$926K +13,279 New
NSEDCP
577
NJ State Employees Deferred Compensation Plan
New Jersey
$979K – – –
DIM
578
Delta Investment Management
California
$978K +$2.23K +32 +0.2%
AAS
579
Avantax Advisory Services
Texas
$972K +$34.9K +501 +4%
FFS
580
Founders Financial Securities
Maryland
$969K +$16.6K +238 +2%
JSC
581
Jackson Square Capital
California
$967K +$371K +5,316 +69%
CAG
582
Csenge Advisory Group
Florida
$967K +$26.1K +374 +3%
I
583
InceptionR
California
$965K +$75.8K +1,087 +9%
TA
584
Tectonic Advisors
Texas
$964K +$51.4K +737 +6%
PL
585
Perpetual Ltd
Australia
$960K – – –
SJIM
586
St. Johns Investment Management
Florida
$956K +$57.4K +823 +7%
SA
587
SpiderRock Advisors
Delaware
$953K +$915K +13,134 New
AWM
588
Ameliora Wealth Management
Switzerland
$952K – – –
DT
589
Diversified Trust
Tennessee
$949K +$469K +6,724 +110%
JWBC
590
J.W. Burns & Co
New York
$945K -$17.8K -255 -2%
KIG
591
Kowal Investment Group
Wisconsin
$941K +$222K +3,187 +34%
APG
592
Abacus Planning Group
South Carolina
$940K +$30K +430 +4%
SWP
593
Stratos Wealth Partners
Ohio
$927K -$57.8K -829 -6%
SC
594
Savant Capital
Illinois
$924K +$41.3K +592 +5%
RIA
595
Regal Investment Advisors
Michigan
$923K +$380K +5,446 +78%
S
596
SignatureFD
Georgia
$921K +$55.5K +796 +7%
VI
597
Vestcor Inc
New Brunswick, Canada
$919K -$118K -1,698 -12%
UAS
598
United Asset Strategies
New York
$915K +$5.37K +77 +0.6%
MWA
599
Midland Wealth Advisors
Illinois
$911K +$50.6K +726 +6%
MC
600
Moors & Cabot
Massachusetts
$902K -$46.9K -673 -5%