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Name Holding Trade Value Shares
Change
Change in
Stake
CRI
226
Colonial River Investments
Virginia
$357K +$2.22K +65 +0.6%
SFS
227
Sowell Financial Services
Arkansas
$344K +$34.3K +1,005 +11%
SG
228
Somerset Group
Minnesota
$339K
BF
229
BOK Financial
Oklahoma
$337K
BWL
230
Bogart Wealth LLC
Virginia
$334K
SIMG
231
Sonora Investment Management Group
Arizona
$328K -$35K -1,026 -10%
M&T Bank
232
M&T Bank
New York
$327K
AFP
233
Ausdal Financial Partners
Iowa
$327K +$854 +25 +0.3%
AO
234
Advisor OS
Illinois
$322K +$59.1K +1,730 +22%
PCM
235
Pointe Capital Management
Michigan
$320K
IAA
236
Independent Advisor Alliance
North Carolina
$318K -$18.4K -539 -5%
CW
237
CreativeOne Wealth
Kansas
$316K +$1.23K +36 +0.4%
FHC
238
First Heartland Consultants
Missouri
$301K -$65.1K -1,906 -18%
FCP
239
Fidelis Capital Partners
Florida
$295K
DAS
240
Dynamic Advisor Solutions
Arizona
$293K +$2.02K +59 +0.7%
CIC
241
Carnegie Investment Counsel
Ohio
$290K
AM
242
Atwater Malick
Pennsylvania
$288K +$290K +8,500 New
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$285K
NDSI
244
Newman Dignan & Sheerar Inc
Rhode Island
$282K
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$281K +$3.21K +94 +1%
TNA
246
True North Advisors
Texas
$274K +$1.2K +35 +0.4%
CPC
247
Cookson Peirce & Co
Pennsylvania
$272K
RIL
248
Rothschild Investment LLC
Illinois
$272K
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
$272K +$274K +8,026 New
MPCG
250
Matrix Private Capital Group
New York
$272K -$164K -4,796 -37%