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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$247K -$1.93M -31,826 -89%
MAS
577
Meeder Advisory Services
Ohio
$244K +$245K +4,052 New
FCG
578
Fielder Capital Group
Tennessee
$244K -$909 -15 -0.4%
FI
579
FWG Investments
Kentucky
$243K +$4.48K +74 +2%
DWM
580
Dakota Wealth Management
Florida
$242K +$243K +4,017 New
CI
581
Cigna Investments
Connecticut
$242K +$7.87K +130 +3%
EI
582
Ellevest Inc
New York
$242K +$243K +4,015 New
PA
583
Parallel Advisors
California
$240K +$5.69K +94 +2%
TAM
584
Trust Asset Management
Texas
$236K – – –
OAM
585
Oppenheimer Asset Management
New York
$236K +$16.9K +279 +8%
CFG
586
Citizens Financial Group
Rhode Island
$231K +$232K +3,838 New
ECM
587
Evergreen Capital Management
Washington
$231K +$11.9K +197 +5%
TSMHT
588
Thurston Springer Miller Herd & Titak
Indiana
$230K +$231K +3,820 New
SA
589
SpiderRock Advisors
Delaware
$222K +$727 +12 +0.3%
CIBC World Market
590
CIBC World Market
Ontario, Canada
$217K -$8.54K -141 -4%
CF
591
Centaurus Financial
California
$217K – – –
HT
592
Headlands Technologies
Illinois
$217K -$251K -4,142 -54%
CWM
593
Congress Wealth Management
Massachusetts
$212K +$214K +3,525 New
CAG
594
Crestwood Advisors Group
Massachusetts
$212K -$86.7K -1,432 -29%
CSI
595
Cross Staff Investments
New York
$211K – – –
CTC
596
Central Trust Company
Missouri
$211K -$54.5K -900 -20%
BBHC
597
Brown Brothers Harriman & Co
New York
$207K – – –
QCG
598
Quadrant Capital Group
Ohio
$205K +$39.1K +646 +23%
SC
599
Syon Capital
California
$203K +$7.27K +120 +4%
CAM
600
Claret Asset Management
Quebec, Canada
$201K +$202K +3,332 New