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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pathway Financial Advisers
Indiana
$804K +$83.8K +955 +10%
ILI
552
Invesco LLC (Illinois)
Illinois
$801K +$280K +3,195 +46%
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$798K -$15.6K -178 -2%
BFG
554
Bleakley Financial Group
New Jersey
$790K +$880K +10,028 New
HFS
555
Hantz Financial Services
Michigan
$789K +$29K +331 +3%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$767K -$4.21K -48 -0.5%
BBHC
557
Brown Brothers Harriman & Co
New York
$760K -$221K -2,517 -21%
EWA
558
EverSource Wealth Advisors
Alabama
$756K -$33.9K -386 -4%
ASN
559
Advisory Services Network
Georgia
$750K +$24K +274 +3%
CNBT
560
Canandaigua National Bank & Trust
New York
$746K +$830K +9,460 New
S
561
SignatureFD
Georgia
$740K -$62.1K -708 -7%
CL
562
Choreo LLC
Illinois
$728K +$50.1K +571 +7%
NP
563
Nilsine Partners
Colorado
$727K -$67.2K -766 -8%
IWC
564
Integrated Wealth Concepts
Massachusetts
$723K -$245K -2,797 -23%
CG
565
Caprock Group
Idaho
$722K -$519K -5,914 -39%
CAL
566
Capital Analysts LLC
Pennsylvania
$715K +$22.4K +255 +3%
MWM
567
Modern Wealth Management
Kansas
$714K +$195K +2,228 +33%
TRCT
568
Tower Research Capital (TRC)
New York
$713K -$661K -7,536 -45%
AWE
569
Avidian Wealth Enterprises
Texas
$707K +$166K +1,896 +27%
LCM
570
Legato Capital Management
California
$706K -$1.21M -13,773 -61%
CCM
571
Coldstream Capital Management
Washington
$702K -$134K -1,531 -15%
EFG
572
Everhart Financial Group
Ohio
$700K -$79.4K -905 -9%
ATPW
573
Ashton Thomas Private Wealth
Arizona
$697K -$7.72K -88 -1%
BLC
574
Brown, Lisle/Cummings
Rhode Island
$695K +$13.2K +151 +2%
CAG
575
Crestwood Advisors Group
Massachusetts
$691K +$253K +2,890 +49%