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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
276
HBK Sorce Advisory
Pennsylvania
$416K +$129K +3,144 +47%
MA
277
Mutual Advisors
Nebraska
$409K +$18.8K +457 +5%
FHC
278
First Heartland Consultants
Missouri
$402K +$2.14K +52 +0.6%
AWA
279
Arete Wealth Advisors
Illinois
$399K +$385K +9,362 New
TRCT
280
Tower Research Capital (TRC)
New York
$393K +$146K +3,558 +63%
CFP
281
Cascade Financial Partners
California
$392K
BSW
282
Buckingham Strategic Wealth
Missouri
$388K +$375K +9,119 New
PGFC
283
Peapack-Gladstone Financial Corp
New Jersey
$387K +$3.79K +92 +1%
TCA
284
Transcend Capital Advisors
New Jersey
$387K -$7.29K -177 -2%
TWM
285
Trueblood Wealth Management
Ohio
$386K +$1.19K +29 +0.3%
AI
286
Atria Investments
North Carolina
$385K +$372K +9,045 New
AWE
287
Avidian Wealth Enterprises
Texas
$384K +$372K +9,025 New
PGAM
288
Princeton Global Asset Management
New Jersey
$383K +$10.3K +250 +3%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$370K +$261K +6,341 +270%
DWM
290
Diversify Wealth Management
Utah
$368K +$369K +8,959 New
CIC
291
Carnegie Investment Counsel
Ohio
$365K
FCP
292
Fidelis Capital Partners
Florida
$360K
RSWM
293
Robertson Stephens Wealth Management
California
$357K -$66.2K -1,607 -16%
NDSI
294
Newman Dignan & Sheerar Inc
Rhode Island
$353K
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$352K -$84.7K -2,056 -20%
DAS
296
Dynamic Advisor Solutions
Arizona
$350K +$25.7K +624 +8%
QWM
297
Quadcap Wealth Management
Texas
$349K -$124 -3 -0%
HIC
298
Holderness Investments Company
North Carolina
$343K +$332K +8,065 New
FCH
299
Freestone Capital Holdings
Washington
$341K
MPCG
300
Matrix Private Capital Group
New York
$341K