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Name Holding Trade Value Shares
Change
Change in
Stake
ER
276
Enlightenment Research
Florida
$92K +$93.4K +18,100 New
LSAG
277
Lake Street Advisors Group
New Hampshire
$91K +$14.7K +2,858 +19%
FT
278
Fiduciary Trust
Massachusetts
$91K +$38.5K +7,464 +71%
CG
279
Cutler Group
California
$90K +$84.8K +16,444 +1,175%
CCG
280
Cypress Capital Group
Florida
$88K +$90.1K +17,469 New
CCA
281
Checchi Capital Advisers
California
$87K -$11.7K -2,266 -12%
FWM
282
Frontier Wealth Management
Missouri
$83K
KFA
283
Kelleher Financial Advisors
New York
$79K +$80.9K +15,675 New
MTC
284
McDaniel Terry & Co
Texas
$77K
DI
285
DFPG Investments
Utah
$77K +$2.31K +448 +3%
HJIM
286
Henry James International Management
New York
$76K -$10.6K -2,059 -12%
ASN
287
Advisory Services Network
Georgia
$76K
CPA
288
Capital Planning Advisors
California
$73K
AWM
289
AE Wealth Management
Kansas
$73K +$12.7K +2,460 +20%
CCP
290
Corient Capital Partners
California
$73K +$74.8K +14,507 New
SRC
291
Sage Rhino Capital
California
$72K +$4.49K +870 +7%
AIC
292
Ameritas Investment Company
Nebraska
$72K +$73.3K +14,210 New
EDRH
293
Edmond de Rothschild Holding
Switzerland
$68K
SPIA
294
Steward Partners Investment Advisory
New York
$68K +$21.2K +4,109 +43%
XS
295
XR Securities
Illinois
$68K +$69.4K +13,458 New
BP
296
Ballentine Partners
Massachusetts
$67K -$232 -45 -0.3%
AAM
297
Auxier Asset Management
Oregon
$66K
BWP
298
Baldwin Wealth Partners
Massachusetts
$66K +$66.8K +12,945 New
AIM
299
Anchor Investment Management
South Carolina
$65.3K +$66.4K +12,865 +36,757%
PAM
300
Palisade Asset Management
Minnesota
$65K +$65.9K +12,766 New