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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
626
Oppenheimer Asset Management
New York
$276K -$8.87K -130 -3%
FPAS
627
Focus Partners Advisor Solutions
Missouri
$273K -$39.3K -575 -13%
MIA
628
MainStreet Investment Advisors
Illinois
$272K -$27.6K -405 -10%
CAG
629
Crestwood Advisors Group
Massachusetts
$268K +$10.2K +149 +4%
PI
630
PFG Investments
New York
$265K +$248K +3,626 New
DS
631
DRW Securities
Illinois
$263K +$246K +3,600 New
SW
632
Simplicity Wealth
New Jersey
$262K -$297K -4,357 -55%
WPC
633
Wedmont Private Capital
Pennsylvania
$259K +$250K +3,657 New
CF
634
Centaurus Financial
California
$258K -$5.39K -79 -2%
SW
635
SteelPeak Wealth
California
$257K +$240K +3,519 New
CSI
636
Cross Staff Investments
New York
$256K – – –
ASN
637
Advisory Services Network
Georgia
$251K – – –
IAA
638
Independent Advisor Alliance
North Carolina
$249K +$233K +3,410 New
SC
639
Syon Capital
California
$248K +$2.12K +31 +0.9%
CAM
640
Claret Asset Management
Quebec, Canada
$245K +$1.16K +17 +0.5%
HI
641
Harbour Investments
Wisconsin
$245K +$8.4K +123 +4%
LNB
642
Ledyard National Bank
$243K +$227K +3,324 New
NEI
643
Northwest & Ethical Investments
Ontario, Canada
$241K +$225K +3,300 New
SA
644
SpiderRock Advisors
Delaware
$239K -$28.1K -412 -11%
CTC
645
Central Trust Company
Missouri
$237K -$17.1K -250 -7%
CCAL
646
City Center Advisors LLC
Michigan
$232K -$81.9K -1,200 -27%
AWM
647
Ariadne Wealth Management
California
$232K +$202K +2,964 New
AIM
648
Anchor Investment Management
South Carolina
$230K +$112K +1,648 +110%
Lido Advisors
649
Lido Advisors
California
$229K +$214K +3,138 New
AWS
650
Atria Wealth Solutions
New York
$226K +$211K +3,094 New