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Name Holding Trade Value Shares
Change
Change in
Stake
IC
251
Inverness Counsel
New York
$206K
SFG
252
Synergy Financial Group
California
$206K
SIA
253
Schechter Investment Advisors
Michigan
$202K +$224K +1,071 New
SIA
254
Sit Investment Associates
Minnesota
$198K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$185K +$7.94K +38 +4%
WT
256
Whittier Trust
California
$178K +$155K +744 +368%
SI
257
Stephens Inc
Arkansas
$174K -$4.18K -20 -2%
QCG
258
Quadrant Capital Group
Ohio
$174K +$19.4K +93 +11%
ST
259
Smithfield Trust
Pennsylvania
$154K -$35.1K -168 -17%
ACA
260
Atlas Capital Advisors
Wyoming
$149K +$165K +792 New
FM
261
Freemont Management
Switzerland
$149K
BTI
262
Blue Trust Inc
Georgia
$144K +$83.7K +401 +116%
TRCT
263
Tower Research Capital (TRC)
New York
$136K -$995K -4,764 -87%
SG Americas Securities
264
SG Americas Securities
New York
$126K -$3.97K -19 -3%
HCP
265
Hexagon Capital Partners
Arkansas
$119K +$2.92K +14 +2%
TWC
266
TD Waterhouse Canada
Ontario, Canada
$116K
AAM
267
Advisors Asset Management
Colorado
$107K -$79.4K -380 -40%
IWA
268
Icon Wealth Advisors
Texas
$107K +$119K +570 New
BFEC
269
Benjamin F. Edwards & Company
Missouri
$106K +$51K +244 +76%
WFA
270
Wipfli Financial Advisors
Wisconsin
$103K +$114K +546 New
EWA
271
EverSource Wealth Advisors
Alabama
$79K +$79.4K +380 +844%
SWM
272
Spire Wealth Management
Virginia
$78K -$49.3K -236 -36%
CFGS
273
Concourse Financial Group Securities
Alabama
$75K -$34.9K -167 -30%
Loomis, Sayles & Company
274
Loomis, Sayles & Company
Massachusetts
$75K
FP
275
Financial Perspectives
Minnesota
$72.5K