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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
251
Wilmington Savings Fund Society
Delaware
$702K
CSP
252
Cary Street Partners
Virginia
$699K +$679K +14,596 New
CCIA
253
Cherry Creek Investment Advisors
Colorado
$693K +$13.3K +285 +2%
PCIA
254
Prime Capital Investment Advisors
Kansas
$692K +$372K +7,986 +123%
HP
255
Highlander Partners
Texas
$684K
FCI
256
Financial Counselors Inc
Kansas
$678K -$140K -3,000 -17%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$672K -$918K -19,725 -58%
BP
258
BBR Partners
New York
$670K
KA
259
Kovack Advisors
Florida
$655K -$85.5K -1,837 -12%
WA
260
Wealthstar Advisors
Texas
$653K +$635K +13,645 New
AH
261
Addis & Hill
Pennsylvania
$644K
SC
262
Savant Capital
Illinois
$638K
WIA
263
World Investment Advisors
California
$633K +$40.3K +866 +7%
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$632K +$242K +5,200 +65%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$629K -$535K -11,498 -47%
MA
266
Mutual Advisors
Nebraska
$627K +$17.6K +378 +3%
CIA
267
Concurrent Investment Advisors
Florida
$626K +$83.8K +1,802 +16%
AAM
268
Augustine Asset Management
Florida
$626K +$355K +7,630 +140%
FAM
269
Formidable Asset Management
Ohio
$610K
GAM
270
Griffin Asset Management
New York
$594K +$7.26K +156 +1%
MIM
271
Merrion Investment Management
New Jersey
$585K -$3.49K -75 -0.6%
GGA
272
Granite Group Advisors
Connecticut
$570K -$19.7K -424 -3%
SWA
273
Stratos Wealth Advisors
Ohio
$570K +$372 +8 +0.1%
LFG
274
Larson Financial Group
Missouri
$557K +$536K +11,509 +9,134%
ACM
275
Avalon Capital Management
California
$557K