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Name Holding Trade Value Shares
Change
Change in
Stake
SA
476
SRN Advisors
Pennsylvania
$701K +$702K +1,508 New
CAM
477
Cypress Asset Management
Texas
$694K -$79.1K -170 -10%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$694K +$92.1K +198 +15%
EI
479
Ellevest Inc
New York
$680K -$36.3K -78 -5%
CI
480
Cavalier Investments
Georgia
$677K -$39.1K -84 -5%
EMG
481
ETF Managers Group
New Jersey
$661K +$25.1K +54 +4%
AIA
482
Alera Investment Advisors
Illinois
$660K -$2.33K -5 -0.4%
TRCT
483
Tower Research Capital (TRC)
New York
$652K -$2.9M -6,231 -82%
IFWM
484
Institute for Wealth Management
Colorado
$648K +$45.6K +98 +8%
Rockefeller Capital Management
485
Rockefeller Capital Management
New York
$646K -$16.8K -36 -3%
Cambridge Investment Research Advisors
486
Cambridge Investment Research Advisors
Iowa
$642K -$46.5K -100 -7%
MLL
487
Moody Lynn & Lieberson
Massachusetts
$640K -$14.9K -32 -2%
HW
488
Hancock Whitney
Mississippi
$636K -$537K -1,155 -46%
DT
489
Diversified Trust
Tennessee
$616K -$9.31K -20 -1%
BFS
490
Bradley Foster & Sargent
Connecticut
$598K +$11.6K +25 +2%
CCM
491
Coldstream Capital Management
Washington
$596K +$597K +1,282 New
BC
492
Bridgefront Capital
Texas
$591K +$591K +1,271 New
ICG
493
InterOcean Capital Group
Tennessee
$587K +$7.91K +17 +1%
ORI
494
Oak Ridge Investments
Illinois
$582K – – –
SAS
495
Stelac Advisory Services
New York
$570K +$35.4K +76 +7%
LNC
496
Lincoln National Corp
Pennsylvania
$569K +$238K +512 +72%
BWP
497
BSW Wealth Partners
Colorado
$561K +$104K +224 +23%
PA
498
Pinnacle Associates
New York
$561K -$12.6K -27 -2%
PFO
499
Pathstone Family Office
New Jersey
$556K +$1.3M +2,785 +244%
S
500
SignatureFD
Georgia
$545K -$52.6K -113 -9%