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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jackson Wealth Management
Florida
$637K +$462K +30,000 New
RCIM
202
Russell Clark Investment Management
United Kingdom
$637K +$462K +30,000 New
AC
203
Avestar Capital
New York
$635K +$376K +24,395 New
EE
204
EWG Elevate
California
$611K +$200K +12,985 +82%
Victory Capital Management
205
Victory Capital Management
Texas
$599K +$434K +28,209 New
Connor, Clark & Lunn Investment Management (CC&L)
206
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$597K +$178K +11,548 +70%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$592K +$45.3K +2,939 +12%
KAS
208
Kestra Advisory Services
Texas
$584K +$419K +27,240 New
GIA
209
Gladstone Institutional Advisory
Florida
$575K +$263K +17,082 +171%
American Century Companies
210
American Century Companies
Missouri
$572K +$34.1K +2,215 +9%
IFG
211
Independent Financial Group
California
$563K -$35K -2,270 -8%
VBFG
212
Vishria Bird Financial Group
Tennessee
$552K +$400K +26,000 New
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$548K +$68.3K +4,438 +21%
AIM
214
Aigen Investment Management
New York
$541K +$392K +25,482 New
TIM
215
Total Investment Management
Arizona
$529K +$73.9K +4,800 +38%
CI
216
Cigna Investments
Connecticut
$496K +$54.7K +3,553 +18%
GC
217
Guggenheim Capital
Illinois
$477K +$346K +22,467 New
BRWA
218
B. Riley Wealth Advisors
Florida
$463K +$335K +21,780 New
CC
219
Centiva Capital
New York
$437K +$317K +20,580 New
SDH
220
Sloy Dahl & Holst
Washington
$432K +$239K +15,531 New
MSL
221
Mackay Shields LLC
New York
$427K +$309K +20,100 New
PWAG
222
Polaris Wealth Advisory Group
California
$421K +$300K +19,500 New
AFP
223
Ausdal Financial Partners
Iowa
$414K
IWC
224
Integrated Wealth Concepts
Massachusetts
$413K -$106K -6,875 -26%
BSW
225
Buckingham Strategic Wealth
Missouri
$406K +$295K +19,153 New